BMS Financial Advisors’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
$430K Sell
2023
Q1
$615K Sell
2022
Q4
$850K Sell
2022
Q3
$869K Sell
2022
Q2
$960K Buy
2022
Q1
$1.14M Buy
2021
Q4
$765K Buy