Avondale 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
2023
Q3
Sell
-144
Closed -$29.5K 135
2023
Q2
$29.5K Hold
144
0.02% 96
2023
Q1
$29K Hold
144
0.03% 95
2022
Q4
$29.8K Hold
144
0.03% 90
2022
Q3
$28K Hold
144
0.03% 87
2022
Q2
$31K Hold
144
0.04% 76
2022
Q1
$39K Hold
144
0.05% 69
2021
Q4
$36K Hold
144
0.04% 74
2021
Q3
$28K Hold
144
0.03% 82
2021
Q2
$32K Hold
144
0.03% 83
2021
Q1
$32K Hold
144
0.03% 79
2020
Q4
$30K Hold
144
0.03% 70
2020
Q3
$28K Hold
144
0.04% 64
2020
Q2
$24K Hold
144
0.03% 63
2020
Q1
$20K Hold
144
0.03% 71
2019
Q4
$26K Hold
144
0.04% 64
2019
Q3
$23K Hold
144
0.04% 67
2019
Q2
$24K Sell
144
-85
-37% -$14.2K 0.02% 74
2019
Q1
$38K Hold
229
0.03% 55
2018
Q4
$32K Hold
229
0.03% 58
2018
Q3
$37K Hold
229
0.04% 48
2018
Q2
$32K Hold
229
0.03% 51
2018
Q1
$30K Hold
229
0.02% 52
2017
Q4
$31K Buy
+229
New +$31K 0.03% 54