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 |
|