First Personal Financial Services’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $305K | Buy |
1,238
+1
| +0.1% | +$246 | 0.06% | 106 |
|
|
2024
Q2 | $280K | Hold |
1,237
| – | – | 0.06% | 105 |
|
|
2024
Q1 | $304K | Hold |
1,237
| – | – | 0.07% | 100 |
|
|
2023
Q4 | $304K | Sell |
1,237
-14
| -1% | -$3.44K | 0.07% | 100 |
|
|
2023
Q3 | $255K | Hold |
1,251
| – | – | 0.07% | 102 |
|
|
2023
Q2 | $256K | Buy |
1,251
+260
| +26% | +$53.2K | 0.06% | 102 |
|
|
2023
Q1 | $199K | Sell |
991
-300
| -23% | -$60.4K | 0.05% | 110 |
|
|
2022
Q4 | $267K | Hold |
1,291
| – | – | 0.07% | 101 |
|
|
2022
Q3 | $252K | Buy |
1,291
+56
| +5% | +$10.9K | 0.07% | 104 |
|
|
2022
Q2 | $263K | Sell |
1,235
-75
| -6% | -$16K | 0.07% | 96 |
|
|
2022
Q1 | $358K | Sell |
1,310
-75
| -5% | -$20.5K | 0.08% | 92 |
|
|
2021
Q4 | $349K | Hold |
1,385
| – | – | 0.08% | 100 |
|
|
2021
Q3 | $271K | Hold |
1,385
| – | – | 0.07% | 108 |
|
|
2021
Q2 | $305K | Sell |
1,385
-59
| -4% | -$13K | 0.08% | 104 |
|
|
2021
Q1 | $318K | Sell |
1,444
-115
| -7% | -$25.3K | 0.09% | 97 |
|
|
2020
Q4 | $325K | Buy |
1,559
+84
| +6% | +$17.5K | 0.09% | 92 |
|
|
2020
Q3 | $290K | Hold |
1,475
| – | – | 0.09% | 95 |
|
|
2020
Q2 | $249K | Hold |
1,475
| – | – | 0.09% | 101 |
|
|
2020
Q1 | $208K | Sell |
1,475
-30
| -2% | -$4.23K | 0.08% | 103 |
|
|
2019
Q4 | $272K | Sell |
1,505
-206
| -12% | -$37.2K | 0.09% | 107 |
|
|
2019
Q3 | $277K | Sell |
1,711
-36
| -2% | -$5.83K | 0.09% | 113 |
|
|
2019
Q2 | $295K | Buy |
1,747
+30
| +2% | +$5.07K | 0.08% | 143 |
|
|
2019
Q1 | $287K | Sell |
1,717
-151
| -8% | -$25.2K | 0.09% | 143 |
|
|
2018
Q4 | $258K | Buy |
1,868
+330
| +21% | +$45.6K | 0.09% | 145 |
|
|
2018
Q3 | $250K | Buy |
1,538
+88
| +6% | +$14.3K | 0.08% | 152 |
|
|
2018
Q2 | $205K | Sell |
1,450
-1,151
| -44% | -$163K | 0.07% | 161 |
|
|
2018
Q1 | $350K | Sell |
2,601
-1,490
| -36% | -$201K | 0.08% | 171 |
|
|
2017
Q4 | $549K | Buy |
4,091
+262
| +7% | +$35.2K | 0.11% | 150 |
|
|
2017
Q3 | $444K | Hold |
3,829
| – | – | 0.09% | 152 |
|
|
2017
Q2 | $417K | Hold |
3,829
| – | – | 0.09% | 157 |
|
|
2017
Q1 | $406K | Buy |
3,829
+1,250
| +48% | +$133K | 0.1% | 141 |
|
|
2016
Q4 | $267K | Hold |
2,579
| – | – | 0.07% | 164 |
|
|
2016
Q3 | $252K | Buy |
2,579
+81
| +3% | +$7.92K | 0.07% | 145 |
|
|
2016
Q2 | $218K | Buy |
2,498
+2,048
| +455% | +$179K | 0.07% | 148 |
|
|
2016
Q1 | $36K | Buy |
450
+200
| +80% | +$16K | 0.02% | 203 |
|
|
2015
Q4 | $20K | Sell |
250
-236
| -49% | -$18.9K | 0.01% | 245 |
|
|
2015
Q3 | $43K | Buy |
486
+40
| +9% | +$3.54K | 0.03% | 183 |
|
|
2015
Q2 | $43K | Buy |
446
+150
| +51% | +$14.5K | 0.03% | 178 |
|
|
2015
Q1 | $33K | Hold |
296
| – | – | 0.02% | 191 |
|
|
2014
Q4 | $35K | Buy |
+296
| New | +$35K | 0.02% | 179 |
|