Clear Creek Financial 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
Q1 | – | Sell |
-1,015
| Closed | -$239K | – | 435 |
|
|
2023
Q4 | $239K | Buy |
1,015
+52
| +5% | +$12.3K | 0.04% | 291 |
|
|
2023
Q3 | $203K | Sell |
963
-87
| -8% | -$18.3K | 0.04% | 293 |
|
|
2023
Q2 | $215K | Buy |
1,050
+10
| +1% | +$2.05K | 0.04% | 295 |
|
|
2023
Q1 | $209K | Buy |
+1,040
| New | +$209K | 0.04% | 275 |
|
|
2022
Q4 | – | Sell |
-1,080
| Closed | -$210K | – | 310 |
|
|
2022
Q3 | $210K | Sell |
1,080
-33
| -3% | -$6.42K | 0.05% | 251 |
|
|
2022
Q2 | $237K | Hold |
1,113
| – | – | 0.05% | 249 |
|
|
2022
Q1 | $304K | Buy |
1,113
+22
| +2% | +$6.01K | 0.05% | 247 |
|
|
2021
Q4 | $275K | Buy |
1,091
+44
| +4% | +$11.1K | 0.04% | 264 |
|
|
2021
Q3 | $205K | Buy |
1,047
+19
| +2% | +$3.72K | 0.03% | 296 |
|
|
2021
Q2 | $226K | Buy |
+1,028
| New | +$226K | 0.04% | 279 |
|