Core Wealth Advisors’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-750
| Closed | -$184K | – | 225 |
|
|
2024
Q1 | $184K | Hold |
750
| – | – | 0.06% | 56 |
|
|
2023
Q4 | $184K | Buy |
+750
| New | +$184K | 0.07% | 50 |
|
|
2023
Q2 | – | Sell |
-110
| Closed | -$22.1K | – | 277 |
|
|
2023
Q1 | $22.1K | Hold |
110
| – | – | 0.01% | 107 |
|
|
2022
Q4 | $22.8K | Hold |
110
| – | – | 0.01% | 109 |
|
|
2022
Q3 | $21K | Hold |
110
| – | – | 0.01% | 96 |
|
|
2022
Q2 | $23K | Buy |
+110
| New | +$23K | 0.01% | 99 |
|
|
2020
Q4 | – | Sell |
-5
| Closed | -$1K | – | 197 |
|
|
2020
Q3 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 158 |
|