Granite Bay Wealth 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
Q1 | – | Sell |
-26,520
| Closed | -$5.68M | – | 275 |
|
|
2023
Q4 | $5.68M | Sell |
26,520
-25,144
| -49% | -$5.38M | 0.05% | 101 |
|
|
2023
Q3 | $11.3M | Buy |
+51,664
| New | +$11.3M | 0.11% | 77 |
|
|
2023
Q2 | – | Sell |
-1,086
| Closed | -$219K | – | 73 |
|
|
2023
Q1 | $219K | Hold |
1,086
| – | – | 0.15% | 73 |
|
|
2022
Q4 | $225K | Buy |
+1,086
| New | +$225K | 0.15% | 60 |
|