FirstPurpose Wealth’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,088
| Closed | -$223K | – | 208 |
|
|
2023
Q2 | $223K | Hold |
1,088
| – | – | 0.1% | 180 |
|
|
2023
Q1 | $219K | Buy |
1,088
+41
| +4% | +$8.25K | 0.11% | 171 |
|
|
2022
Q4 | $217K | Buy |
+1,047
| New | +$217K | 0.12% | 166 |
|
|
2022
Q3 | – | Sell |
-1,427
| Closed | -$304K | – | 162 |
|
|
2022
Q2 | $304K | Buy |
1,427
+6
| +0.4% | +$1.28K | 0.2% | 87 |
|
|
2022
Q1 | $388K | Sell |
1,421
-25
| -2% | -$6.83K | 0.3% | 69 |
|
|
2021
Q4 | $364K | Buy |
+1,446
| New | +$364K | 0.23% | 82 |
|