BCFD
Boit C.F. David’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Hold |
5,625
| – | – | 0.62% | 34 |
|
|
2025
Q1 | $1.33M | Hold |
5,625
| – | – | 0.67% | 34 |
|
|
2024
Q4 | $1.28M | Hold |
5,625
| – | – | 0.52% | 37 |
|
|
2024
Q3 | $1.37M | Hold |
5,625
| – | – | 0.68% | 36 |
|
|
2024
Q2 | $1.27M | Hold |
5,625
| – | – | 0.66% | 38 |
|
|
2024
Q1 | $1.32M | Hold |
5,625
| – | – | 0.72% | 35 |
|
|
2023
Q4 | $1.36M | Buy |
5,625
+1,600
| +40% | +$387K | 0.77% | 32 |
|
|
2023
Q3 | $816K | Hold |
4,025
| – | – | 0.56% | 36 |
|
|
2023
Q2 | $824K | Hold |
4,025
| – | – | 0.55% | 37 |
|
|
2023
Q1 | $813K | Buy |
4,025
+50
| +1% | +$10.1K | 0.56% | 37 |
|
|
2022
Q4 | $823K | Hold |
3,975
| – | – | 0.59% | 35 |
|
|
2022
Q3 | $774K | Buy |
+3,975
| New | +$774K | 0.63% | 35 |
|
|
2022
Q1 | $1.28M | Sell |
3,975
-1,100
| -22% | -$354K | 0.84% | 33 |
|
|
2021
Q4 | $1.28M | Hold |
5,075
| – | – | 0.81% | 33 |
|
|
2021
Q3 | $1.02M | Buy |
5,075
+1,400
| +38% | +$282K | 0.7% | 37 |
|
|
2021
Q2 | $808K | Buy |
+3,675
| New | +$808K | 0.62% | 40 |
|