Disciplined Investments’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-695
| Closed | -$142K | – | 1465 |
|
|
2023
Q2 | $142K | Buy |
695
+6
| +0.9% | +$1.23K | 0.08% | 131 |
|
|
2023
Q1 | $139K | Buy |
689
+560
| +434% | +$113K | 0.06% | 144 |
|
|
2022
Q4 | $26.7K | Sell |
129
-27
| -17% | -$5.59K | 0.01% | 261 |
|
|
2022
Q3 | $30K | Buy |
156
+23
| +17% | +$4.42K | 0.01% | 271 |
|
|
2022
Q2 | $28K | Sell |
133
-16
| -11% | -$3.37K | 0.01% | 279 |
|
|
2022
Q1 | $41K | Buy |
149
+49
| +49% | +$13.5K | 0.02% | 251 |
|
|
2021
Q4 | $25K | Hold |
100
| – | – | 0.01% | 278 |
|
|
2021
Q3 | $20K | Hold |
100
| – | – | 0.01% | 271 |
|
|
2021
Q2 | $22K | Buy |
+100
| New | +$22K | 0.01% | 258 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 444 |
|
|
2020
Q2 | – | Sell |
-117
| Closed | -$17K | – | 447 |
|
|
2020
Q1 | $17K | Buy |
+117
| New | +$17K | 0.02% | 233 |
|