Heritage Wealth Management (Arizona)’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $41.8K | Buy |
202
+122
| +153% | +$25.3K | 0.01% | 528 |
|
|
2022
Q3 | $16K | Buy |
80
+22
| +38% | +$4.4K | 0.01% | 584 |
|
|
2022
Q2 | $12.4K | Sell |
58
-9
| -13% | -$1.92K | ﹤0.01% | 635 |
|
|
2022
Q1 | $18K | Buy |
+67
| New | +$18K | ﹤0.01% | 618 |
|
|
2021
Q3 | $21K | Buy |
108
+2
| +2% | +$389 | 0.01% | 553 |
|
|
2021
Q2 | $23K | Buy |
+106
| New | +$23K | 0.01% | 548 |
|