Executive 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $9.65M | Buy |
42,306
+11,770
| +39% | +$2.68M | 0.76% | 35 |
|
|
2024
Q3 | $7.53M | Buy |
+30,536
| New | +$7.53M | 0.59% | 55 |
|
|
2024
Q2 | – | Sell |
-29,826
| Closed | -$7.26M | – | 237 |
|
|
2024
Q1 | $7.26M | Buy |
+29,826
| New | +$7.26M | 0.64% | 53 |
|
|
2019
Q3 | – | Sell |
-371
| Closed | -$63K | – | 750 |
|
|
2019
Q2 | $63K | Hold |
371
| – | – | 0.01% | 261 |
|
|
2019
Q1 | $62K | Sell |
371
-11
| -3% | -$1.84K | 0.01% | 236 |
|
|
2018
Q4 | $53K | Buy |
+382
| New | +$53K | 0.01% | 269 |
|