Geller Advisors’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $500K | Buy |
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|
2024
Q3 | $540K | Sell |
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|
2024
Q2 | $742K | Buy |
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|
2024
Q1 | $802K | Buy |
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|
2023
Q4 | $787K | Sell |
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|
2023
Q3 | $653K | Buy |
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|
2023
Q2 | $656K | Buy |
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|
2023
Q1 | $248K | Sell |
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|
2022
Q4 | $288K | Buy |
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|
2022
Q3 | $261K | Buy |
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|
2022
Q2 | $226K | Hold |
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|
2022
Q1 | $290K | Buy |
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|
2021
Q4 | $200K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $215K | Sell |
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|
2014
Q3 | $264K | Buy |
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|
2014
Q2 | $203K | Buy |
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