BFA
BMS Financial Advisors’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $430K | Sell |
2,103
-952
| -31% | -$195K | 0.28% | 61 |
|
|
2023
Q1 | $615K | Sell |
3,055
-1,049
| -26% | -$211K | 0.43% | 48 |
|
|
2022
Q4 | $850K | Sell |
4,104
-358
| -8% | -$74.1K | 0.56% | 27 |
|
|
2022
Q3 | $869K | Sell |
4,462
-41
| -0.9% | -$7.99K | 0.61% | 29 |
|
|
2022
Q2 | $960K | Buy |
4,503
+315
| +8% | +$67.2K | 0.63% | 22 |
|
|
2022
Q1 | $1.14M | Buy |
4,188
+1,151
| +38% | +$314K | 0.73% | 25 |
|
|
2021
Q4 | $765K | Buy |
+3,037
| New | +$765K | 0.49% | 35 |
|