Ford Financial Group’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,704
| Closed | -$353K | – | 108 |
|
|
2022
Q4 | $353K | Hold |
1,704
| – | – | 0.14% | 85 |
|
|
2022
Q3 | $331K | Hold |
1,704
| – | – | 0.14% | 83 |
|
|
2022
Q2 | $363K | Hold |
1,704
| – | – | 0.15% | 81 |
|
|
2022
Q1 | $465K | Buy |
1,704
+41
| +2% | +$11.2K | 0.18% | 68 |
|
|
2021
Q4 | $418 | Sell |
1,663
-41
| -2% | -$10 | 0.08% | 62 |
|
|
2021
Q3 | $334K | Sell |
1,704
-382
| -18% | -$74.9K | 0.13% | 70 |
|
|
2021
Q2 | $458K | Hold |
2,086
| – | – | 0.17% | 56 |
|
|
2021
Q1 | $459K | Hold |
2,086
| – | – | 0.2% | 56 |
|
|
2020
Q4 | $434K | Sell |
2,086
-73
| -3% | -$15.2K | 0.2% | 53 |
|
|
2020
Q3 | $425K | Hold |
2,159
| – | – | 0.23% | 51 |
|
|
2020
Q2 | $365K | Hold |
2,159
| – | – | 0.2% | 58 |
|
|
2020
Q1 | $304K | Sell |
2,159
-14
| -0.6% | -$1.97K | 0.2% | 55 |
|
|
2019
Q4 | $392K | Buy |
2,173
+400
| +23% | +$72.2K | 0.23% | 50 |
|
|
2019
Q3 | $287K | Buy |
+1,773
| New | +$287K | 0.18% | 61 |
|
|
2018
Q1 | – | Sell |
-113
| Closed | -$15K | – | 352 |
|
|
2017
Q4 | $15K | Buy |
+113
| New | +$15K | 0.01% | 171 |
|