Cabot Wealth Management’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-942
| Closed | -$201K | – | 156 |
|
|
2022
Q2 | $201K | Hold |
942
| – | – | 0.03% | 152 |
|
|
2022
Q1 | $257K | Hold |
942
| – | – | 0.03% | 143 |
|
|
2021
Q4 | $237K | Buy |
+942
| New | +$237K | 0.03% | 151 |
|
|
2021
Q3 | – | Sell |
-942
| Closed | -$207K | – | 169 |
|
|
2021
Q2 | $207K | Sell |
942
-50
| -5% | -$11K | 0.03% | 158 |
|
|
2021
Q1 | $219K | Buy |
+992
| New | +$219K | 0.03% | 154 |
|