CM Wealth Advisors’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,664
| Closed | -$403K | – | 173 |
|
|
2024
Q1 | $403K | Buy |
+1,664
| New | +$403K | 0.12% | 99 |
|
|
2023
Q3 | – | Sell |
-1,125
| Closed | -$262K | – | 168 |
|
|
2023
Q2 | $262K | Sell |
1,125
-5,358
| -83% | -$1.25M | 0.09% | 123 |
|
|
2023
Q1 | $1.24M | Buy |
+6,483
| New | +$1.24M | 0.24% | 116 |
|