Elm 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.05M | Hold |
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|
2021
Q3 | $814K | Sell |
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|
2021
Q2 | $924K | Hold |
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|
2021
Q1 | $926K | Sell |
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|
2020
Q4 | $885K | Sell |
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|
2020
Q3 | $945K | Hold |
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|
2020
Q2 | $812K | Hold |
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|
2020
Q1 | $677K | Hold |
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|
2019
Q4 | $868K | Hold |
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|
2019
Q3 | $778K | Hold |
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|
2019
Q2 | $812K | Hold |
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|
2019
Q1 | $803K | Buy |
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|
2018
Q4 | $598K | Hold |
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|
2018
Q3 | $705K | Hold |
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|
2018
Q2 | $613K | Hold |
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|
2018
Q1 | $582K | Hold |
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|
2017
Q4 | $580K | Hold |
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|
2017
Q3 | $502K | Sell |
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|
2017
Q2 | $482K | Hold |
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|
2017
Q1 | $469K | Hold |
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|
2016
Q4 | $459K | Sell |
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|
2016
Q3 | $439K | Hold |
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|
2016
Q2 | $393K | Hold |
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|
2016
Q1 | $358K | Hold |
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|
2015
Q4 | $352K | Hold |
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|
2015
Q3 | $398K | Hold |
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|
2015
Q2 | $429K | Hold |
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|
2015
Q1 | $488K | Hold |
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|
2014
Q4 | $536K | Hold |
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|
2014
Q3 | $488K | Hold |
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|
2014
Q2 | $449K | Hold |
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|
2014
Q1 | $422K | Hold |
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|
2013
Q4 | $378K | Buy |
|