Avaii Wealth Management’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,459
| Closed | -$330K | – | 154 |
|
|
2024
Q2 | $330K | Sell |
1,459
-11
| -0.7% | -$2.49K | 0.18% | 98 |
|
|
2024
Q1 | $362K | Sell |
1,470
-94
| -6% | -$23.1K | 0.21% | 86 |
|
|
2023
Q4 | $384K | Sell |
1,564
-33
| -2% | -$8.11K | 0.25% | 89 |
|
|
2023
Q3 | $325K | Buy |
1,597
+44
| +3% | +$8.96K | 0.25% | 88 |
|
|
2023
Q2 | $318K | Buy |
1,553
+26
| +2% | +$5.32K | 0.24% | 87 |
|
|
2023
Q1 | $307K | Sell |
1,527
-11
| -0.7% | -$2.21K | 0.27% | 90 |
|
|
2022
Q4 | $318K | Sell |
1,538
-242
| -14% | -$50.1K | 0.28% | 86 |
|
|
2022
Q3 | $347K | Sell |
1,780
-11
| -0.6% | -$2.14K | 0.36% | 64 |
|
|
2022
Q2 | $382K | Buy |
1,791
+82
| +5% | +$17.5K | 0.41% | 49 |
|
|
2022
Q1 | $466K | Buy |
1,709
+82
| +5% | +$22.4K | 0.43% | 40 |
|
|
2021
Q4 | $410K | Buy |
+1,627
| New | +$410K | 0.41% | 53 |
|