Curi Wealth Management’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,085
| Closed | -$218K | – | 176 |
|
|
2023
Q1 | $218K | Buy |
1,085
+118
| +12% | +$23.7K | 0.03% | 152 |
|
|
2022
Q4 | $200K | Sell |
967
-623
| -39% | -$129K | 0.03% | 183 |
|
|
2022
Q3 | $310K | Buy |
1,590
+2
| +0.1% | +$390 | 0.05% | 131 |
|
|
2022
Q2 | $339K | Buy |
1,588
+35
| +2% | +$7.47K | 0.07% | 82 |
|
|
2022
Q1 | $424K | Buy |
1,553
+348
| +29% | +$95K | 0.07% | 68 |
|
|
2021
Q4 | $303K | Sell |
1,205
-2
| -0.2% | -$503 | 0.05% | 90 |
|
|
2021
Q3 | $236K | Hold |
1,207
| – | – | 0.11% | 82 |
|
|
2021
Q2 | $265K | Buy |
1,207
+8
| +0.7% | +$1.76K | 0.13% | 77 |
|
|
2021
Q1 | $264K | Buy |
1,199
+81
| +7% | +$17.8K | 0.17% | 74 |
|
|
2020
Q4 | $232K | Buy |
+1,118
| New | +$232K | 0.17% | 74 |
|