Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $31.2K | Buy |
137
+28
| +26% | +$6.39K | 0.01% | 244 |
|
|
2024
Q3 | $26.9K | Hold |
109
| – | – | 0.01% | 246 |
|
|
2024
Q2 | $24.7K | Sell |
109
-300
| -73% | -$67.9K | 0.01% | 250 |
|
|
2024
Q1 | $101K | Hold |
409
| – | – | 0.04% | 155 |
|
|
2023
Q4 | $100K | Hold |
409
| – | – | 0.05% | 150 |
|
|
2023
Q3 | $83.3K | Buy |
409
+31
| +8% | +$6.31K | 0.05% | 156 |
|
|
2023
Q2 | $77.3K | Buy |
378
+78
| +26% | +$16K | 0.04% | 163 |
|
|
2023
Q1 | $60.4K | Sell |
300
-10
| -3% | -$2.01K | 0.03% | 181 |
|
|
2022
Q4 | $64.2K | Buy |
+310
| New | +$64.2K | 0.04% | 176 |
|
|
2022
Q1 | – | Sell |
-315
| Closed | -$79K | – | 570 |
|
|
2021
Q4 | $79K | Buy |
+315
| New | +$79K | 0.05% | 158 |
|