GYL Financial Synergies’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
Q3 | $5.79M | Buy |
23,483
+2,066
| +10% | +$501K | 0.44% | 56 |
|
|
2024
Q2 | $4.85M | Buy |
21,417
+2,066
| +11% | +$484K | 0.37% | 69 |
|
|
2024
Q1 | $4.76M | Sell |
19,351
-97
| -0.5% | -$23.9K | 0.37% | 66 |
|
|
2023
Q4 | $4.78M | Buy |
19,448
+279
| +1% | +$61.3K | 0.4% | 65 |
|
|
2023
Q3 | $3.9M | Sell |
19,169
-286
| -1% | -$62.3K | 0.38% | 64 |
|
|
2023
Q2 | $3.98M | Buy |
19,455
+8,029
| +70% | +$1.6M | 0.36% | 68 |
|
|
2023
Q1 | $2.3M | Buy |
11,426
+8,278
| +263% | +$1.68M | 0.28% | 74 |
|
|
2022
Q4 | $652K | Buy |
3,148
+78
| +3% | +$16K | 0.14% | 102 |
|
|
2022
Q3 | $598K | Buy |
3,070
+91
| +3% | +$20.1K | 0.16% | 86 |
|
|
2022
Q2 | $635K | Sell |
2,979
-132
| -4% | -$30K | 0.17% | 83 |
|
|
2022
Q1 | $850K | Sell |
3,111
-2,030
| -39% | -$513K | 0.2% | 66 |
|
|
2021
Q4 | $1.29M | Sell |
5,141
-626
| -11% | -$148K | 0.35% | 46 |
|
|
2021
Q3 | $1.13M | Buy |
5,767
+40
| +0.7% | +$8.64K | 0.58% | 36 |
|
|
2021
Q2 | $1.26M | Buy |
5,727
+196
| +4% | +$43.6K | 0.65% | 30 |
|
|
2021
Q1 | $1.22M | Buy |
5,531
+1,926
| +53% | +$404K | 0.67% | 30 |
|
|
2020
Q4 | $751K | Buy |
3,605
+75
| +2% | +$15K | 0.43% | 56 |
|
|
2020
Q3 | $695K | Buy |
3,530
+67
| +2% | +$12.5K | 0.46% | 51 |
|
|
2020
Q2 | $585K | Buy |
3,463
+15
| +0.4% | +$2.4K | 0.42% | 59 |
|
|
2020
Q1 | $486K | Sell |
3,448
-81
| -2% | -$13.4K | 0.31% | 62 |
|
|
2019
Q4 | $638K | Buy |
3,529
+8
| +0.2% | +$1.37K | 0.28% | 65 |
|
|
2019
Q3 | $570K | Hold |
3,521
| – | – | 0.28% | 67 |
|
|
2019
Q2 | $595K | Buy |
3,521
+100
| +3% | +$17.1K | 0.31% | 60 |
|
|
2019
Q1 | $572K | Hold |
3,421
| – | – | 0.32% | 59 |
|
|
2018
Q4 | $473K | Buy |
+3,421
| New | +$507K | 0.34% | 59 |
|
Other funds holding UNP
