Gratus Capital’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-34,502
| Closed | -$6.94M | – | 245 |
|
|
2023
Q1 | $6.94M | Buy |
34,502
+1
| +0% | +$201 | 0.53% | 61 |
|
|
2022
Q4 | $7.14M | Buy |
+34,501
| New | +$7.14M | 0.59% | 60 |
|
|
2022
Q3 | – | Sell |
-2,436
| Closed | -$520K | – | 209 |
|
|
2022
Q2 | $520K | Hold |
2,436
| – | – | 0.06% | 131 |
|
|
2022
Q1 | $666K | Buy |
+2,436
| New | +$666K | 0.06% | 128 |
|