Clark Financial Services Group’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-2,486
| Closed | -$611K | – | 69 |
|
2023
Q4 | $611K | Sell |
2,486
-78
| -3% | -$19.2K | 0.78% | 20 |
|
2023
Q3 | $522K | Sell |
2,564
-31
| -1% | -$6.31K | 0.71% | 25 |
|
2023
Q2 | $531K | Buy |
2,595
+11
| +0.4% | +$2.25K | 0.72% | 25 |
|
2023
Q1 | $520K | Sell |
2,584
-15
| -0.6% | -$3.02K | 0.77% | 22 |
|
2022
Q4 | $538K | Sell |
2,599
-57
| -2% | -$11.8K | 0.62% | 21 |
|
2022
Q3 | $518K | Buy |
+2,656
| New | +$518K | 0.54% | 28 |
|
2022
Q1 | $734K | Sell |
2,687
-90
| -3% | -$24.6K | 0.54% | 27 |
|
2021
Q4 | $700K | Buy |
2,777
+8
| +0.3% | +$2.02K | 0.47% | 29 |
|
2021
Q3 | $543K | Buy |
2,769
+34
| +1% | +$6.67K | 0.42% | 31 |
|
2021
Q2 | $602K | Sell |
2,735
-23
| -0.8% | -$5.06K | 0.47% | 30 |
|
2021
Q1 | $608K | Buy |
+2,758
| New | +$608K | 0.51% | 30 |
|
2020
Q2 | $580K | Buy |
+2,720
| New | +$580K | 0.9% | 22 |
|