CWS Financial Advisors’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $347K | Buy |
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|
2023
Q3 | $247K | Hold |
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|
2023
Q2 | $248K | Sell |
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|
2023
Q1 | $248K | Buy |
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|
2022
Q4 | $257K | Sell |
|
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|
2022
Q3 | $234K | Hold |
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|
2022
Q2 | $256K | Hold |
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|
2022
Q1 | $328K | Hold |
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|
2021
Q4 | $302K | Buy |
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|
2021
Q2 | $257K | Buy |
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|
2021
Q1 | $257K | Hold |
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|
2020
Q4 | $243K | Buy |
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|
2020
Q3 | $230K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $211K | Hold |
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|
2019
Q4 | $211K | Buy |
|