Boston Research & Management’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 | – | Sell |
-1,020
| Closed | -$224K | – | 109 |
|
|
2021
Q2 | $224K | Hold |
1,020
| – | – | 0.07% | 104 |
|
|
2021
Q1 | $224K | Hold |
1,020
| – | – | 0.07% | 104 |
|
|
2020
Q4 | $212K | Hold |
1,020
| – | – | 0.07% | 104 |
|
|
2020
Q3 | $200K | Buy |
+1,020
| New | +$200K | 0.08% | 100 |
|
|
2018
Q1 | – | Sell |
-2,620
| Closed | -$351K | – | 97 |
|
|
2017
Q4 | $351K | Hold |
2,620
| – | – | 0.18% | 84 |
|
|
2017
Q3 | $303K | Hold |
2,620
| – | – | 0.15% | 86 |
|
|
2017
Q2 | $285K | Hold |
2,620
| – | – | 0.15% | 85 |
|
|
2017
Q1 | $277K | Hold |
2,620
| – | – | 0.15% | 84 |
|
|
2016
Q4 | $271K | Hold |
2,620
| – | – | 0.15% | 87 |
|
|
2016
Q3 | $255K | Hold |
2,620
| – | – | 0.15% | 87 |
|
|
2016
Q2 | $228K | Hold |
2,620
| – | – | 0.14% | 92 |
|
|
2016
Q1 | $208K | Hold |
2,620
| – | – | 0.13% | 94 |
|
|
2015
Q4 | $204K | Hold |
2,620
| – | – | 0.13% | 97 |
|
|
2015
Q3 | $231K | Hold |
2,620
| – | – | 0.15% | 93 |
|
|
2015
Q2 | $249K | Hold |
2,620
| – | – | 0.16% | 88 |
|
|
2015
Q1 | $283K | Hold |
2,620
| – | – | 0.18% | 87 |
|
|
2014
Q4 | $312K | Hold |
2,620
| – | – | 0.2% | 87 |
|
|
2014
Q3 | $284K | Hold |
2,620
| – | – | 0.19% | 86 |
|
|
2014
Q2 | $261K | Buy |
2,620
+340
| +15% | +$33.9K | 0.18% | 88 |
|
|
2014
Q1 | $213K | Buy |
+2,280
| New | +$213K | 0.16% | 96 |
|