First National Bank of Mount Dora’s Union Pacific UNP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,111
Closed -$224K 142
2023
Q1
$224K Sell
1,111
-1,630
-59% -$328K 0.07% 118
2022
Q4
$567K Sell
2,741
-114
-4% -$23.6K 0.19% 85
2022
Q3
$556K Sell
2,855
-3,974
-58% -$774K 0.2% 81
2022
Q2
$1.46M Buy
6,829
+374
+6% +$79.7K 0.5% 55
2022
Q1
$1.76M Buy
+6,455
New +$1.76M 0.53% 57