Cassady Schiller Wealth Management’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $31.2K | Buy |
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|
2024
Q3 | $26.9K | Hold |
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|
2024
Q2 | $24.7K | Sell |
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|
2024
Q1 | $101K | Hold |
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|
2023
Q4 | $100K | Hold |
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|
2023
Q3 | $83.3K | Buy |
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|
2023
Q2 | $77.3K | Buy |
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|
2023
Q1 | $60.4K | Sell |
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|
2022
Q4 | $64.2K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $79K | Buy |
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