Berman Capital Advisors’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $531K | Buy |
2,711
+221
| +9% | +$43.3K | 0.08% | 127 |
|
|
2021
Q2 | $546K | Buy |
2,490
+402
| +19% | +$88.1K | 0.09% | 107 |
|
|
2021
Q1 | $459K | Sell |
2,088
-420
| -17% | -$92.3K | 0.1% | 104 |
|
|
2020
Q4 | $521K | Buy |
2,508
+954
| +61% | +$198K | 0.12% | 84 |
|
|
2020
Q3 | $305K | Sell |
1,554
-15
| -1% | -$2.94K | 0.09% | 101 |
|
|
2020
Q2 | $263K | Buy |
1,569
+146
| +10% | +$24.5K | 0.07% | 116 |
|
|
2020
Q1 | $199K | Buy |
1,423
+8
| +0.6% | +$1.12K | 0.06% | 119 |
|
|
2019
Q4 | $255K | Buy |
1,415
+1
| +0.1% | +$180 | 0.07% | 116 |
|
|
2019
Q3 | $229K | Sell |
1,414
-95
| -6% | -$15.4K | 0.07% | 116 |
|
|
2019
Q2 | $254K | Buy |
1,509
+253
| +20% | +$42.6K | 0.08% | 113 |
|
|
2019
Q1 | $210K | Buy |
1,256
+158
| +14% | +$26.4K | 0.07% | 122 |
|
|
2018
Q4 | $151K | Buy |
+1,098
| New | +$151K | 0.06% | 129 |
|