BerganKDV Wealth Management’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $448K | Sell |
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|
2023
Q1 | $450K | Buy |
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|
2022
Q4 | $319K | Buy |
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|
2022
Q3 | $298K | Sell |
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|
2022
Q2 | $557K | Sell |
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|
2022
Q1 | $715K | Sell |
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|
2021
Q4 | $677K | Buy |
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|
2021
Q3 | $488K | Hold |
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|
2021
Q2 | $548K | Buy |
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|
2021
Q1 | $549K | Sell |
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|
2020
Q4 | $521K | Buy |
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|
2020
Q3 | $490K | Hold |
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|
2020
Q2 | $421K | Buy |
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|
2020
Q1 | $348K | Buy |
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|
2019
Q4 | $444K | Buy |
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|
2019
Q3 | $289K | Hold |
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|
2019
Q2 | $302K | Hold |
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|
2019
Q1 | $299K | Sell |
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|
2018
Q4 | $302K | Buy |
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|
2018
Q3 | $349K | Hold |
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|
2018
Q2 | $304K | Hold |
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|
2018
Q1 | $288K | Sell |
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|
2017
Q4 | $292K | Hold |
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|
2017
Q3 | $252K | Hold |
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|
2017
Q2 | $237K | Hold |
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|
2017
Q1 | $231K | Buy |
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|
2016
Q4 | $222K | Sell |
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|
2016
Q3 | $210K | Buy |
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