Gerber Kawasaki Wealth & Investment Management’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-868
| Closed | -$214K | – | 301 |
|
|
2024
Q1 | $214K | Buy |
868
+30
| +4% | +$7.39K | 0.01% | 259 |
|
|
2023
Q4 | $206K | Sell |
838
-156
| -16% | -$38.4K | 0.01% | 245 |
|
|
2023
Q3 | $202K | Sell |
994
-198
| -17% | -$40.3K | 0.01% | 241 |
|
|
2023
Q2 | $244K | Sell |
1,192
-74
| -6% | -$15.1K | 0.02% | 224 |
|
|
2023
Q1 | $255K | Sell |
1,266
-200
| -14% | -$40.3K | 0.02% | 212 |
|
|
2022
Q4 | $304K | Sell |
1,466
-143
| -9% | -$29.6K | 0.03% | 197 |
|
|
2022
Q3 | $313K | Buy |
1,609
+224
| +16% | +$43.6K | 0.03% | 177 |
|
|
2022
Q2 | $295K | Buy |
1,385
+77
| +6% | +$16.4K | 0.03% | 192 |
|
|
2022
Q1 | $357K | Sell |
1,308
-318
| -20% | -$86.8K | 0.03% | 183 |
|
|
2021
Q4 | $409K | Buy |
1,626
+81
| +5% | +$20.4K | 0.03% | 178 |
|
|
2021
Q3 | $302K | Buy |
+1,545
| New | +$302K | 0.04% | 141 |
|