Gray 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
Q4 | – | Sell |
-951
| Closed | -$234K | – | 140 |
|
|
2024
Q3 | $234K | Hold |
951
| – | – | 0.09% | 119 |
|
|
2024
Q2 | $215K | Sell |
951
-1
| -0.1% | -$226 | 0.09% | 128 |
|
|
2024
Q1 | $234K | Hold |
952
| – | – | 0.1% | 119 |
|
|
2023
Q4 | $234K | Buy |
+952
| New | +$234K | 0.11% | 112 |
|
|
2023
Q1 | – | Sell |
-1,005
| Closed | -$208K | – | 127 |
|
|
2022
Q4 | $208K | Buy |
+1,005
| New | +$208K | 0.12% | 111 |
|
|
2022
Q3 | – | Sell |
-1,005
| Closed | -$214K | – | 113 |
|
|
2022
Q2 | $214K | Hold |
1,005
| – | – | 0.13% | 104 |
|
|
2022
Q1 | $275K | Buy |
+1,005
| New | +$275K | 0.14% | 93 |
|