Connectus Wealth’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 | $1.28M | Sell |
5,211
-4,458
| -46% | -$1.1M | 0.04% | 221 |
|
|
2023
Q4 | $2.38M | Sell |
9,669
-144
| -1% | -$35.4K | 0.05% | 240 |
|
|
2023
Q3 | $2M | Sell |
9,813
-575
| -6% | -$117K | 0.04% | 254 |
|
|
2023
Q2 | $2.13M | Buy |
10,388
+770
| +8% | +$158K | 0.05% | 206 |
|
|
2023
Q1 | $1.94M | Sell |
9,618
-9
| -0.1% | -$1.81K | 0.05% | 224 |
|
|
2022
Q4 | $1.99M | Sell |
9,627
-592
| -6% | -$123K | 0.05% | 207 |
|
|
2022
Q3 | $1.99M | Buy |
10,219
+2,036
| +25% | +$397K | 0.04% | 261 |
|
|
2022
Q2 | $1.75M | Sell |
8,183
-6,976
| -46% | -$1.49M | 0.04% | 212 |
|
|
2022
Q1 | $3.86M | Sell |
15,159
-544
| -3% | -$138K | 0.12% | 116 |
|
|
2021
Q4 | $3.97M | Buy |
+15,703
| New | +$3.97M | 0.15% | 86 |
|
|
2021
Q3 | – | Sell |
-951
| Closed | -$209K | – | 33 |
|
|
2021
Q2 | $209K | Hold |
951
| – | – | 0.02% | 33 |
|
|
2021
Q1 | $213K | Buy |
+951
| New | +$213K | 0.03% | 33 |
|