Financial Architects (New Jersey)’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $671K | Sell |
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|
2023
Q1 | $724K | Buy |
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|
2022
Q4 | $742K | Buy |
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|
2022
Q3 | $697K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $985K | Buy |
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|
2021
Q4 | $709K | Hold |
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|
2021
Q3 | $552K | Sell |
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|
2021
Q2 | $691K | Buy |
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|
2021
Q1 | $429K | Hold |
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|
2020
Q4 | $406K | Buy |
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|
2020
Q3 | $380K | Hold |
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|
2020
Q2 | $326K | Sell |
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|
2020
Q1 | $323K | Buy |
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|
2019
Q4 | $405K | Hold |
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|
2019
Q3 | $363K | Hold |
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|
2019
Q2 | $379K | Sell |
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|
2019
Q1 | $440K | Sell |
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|
2018
Q4 | $383K | Sell |
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|
2018
Q3 | $475K | Buy |
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|
2018
Q2 | $398K | Sell |
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|
2018
Q1 | $385K | Buy |
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|
2017
Q4 | $383K | Sell |
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|
2017
Q3 | $335K | Sell |
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|
2017
Q2 | $359K | Sell |
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|
2017
Q1 | $350K | Sell |
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|
2016
Q4 | $355K | Sell |
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|
2016
Q3 | $344K | Buy |
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|
2016
Q2 | $303K | Buy |
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|
2016
Q1 | $232K | Sell |
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|
2015
Q4 | $245K | Sell |
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|
2015
Q3 | $288K | Buy |
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|
2015
Q2 | $232K | Sell |
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|
2015
Q1 | $305K | Sell |
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|
2014
Q4 | $365K | Buy |
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|
2014
Q3 | $277K | Hold |
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|
2014
Q2 | $255K | Hold |
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|
2014
Q1 | $240K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $134K | Buy |
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|
2013
Q2 | $128K | Buy |
|