Concert 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
2017
Q2
Sell
2017
Q1
$903K Sell
2016
Q4
$934K Sell
2016
Q3
$1.41M Sell
2016
Q2
$1.3M Buy
2016
Q1
$938K Sell
2015
Q4
$964K Sell
2015
Q3
$1.17M Buy
2015
Q2
$1.18M Sell
2015
Q1
$908K Buy
2014
Q4
$1.4M Buy
2014
Q3
$965K Sell
2014
Q2
$851K Buy
2014
Q1
$745K Buy
2013
Q4
$578K Buy
2013
Q3
$497K Buy
2013
Q2
$374K Buy