Horst & Graben 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,017
| Closed | -$207K | – | 152 |
|
|
2023
Q3 | $207K | Sell |
1,017
-235
| -19% | -$47.9K | 0.05% | 126 |
|
|
2023
Q2 | $256K | Buy |
1,252
+4
| +0.3% | +$818 | 0.06% | 110 |
|
|
2023
Q1 | $251K | Buy |
+1,248
| New | +$251K | 0.06% | 109 |
|
|
2022
Q2 | – | Sell |
-761
| Closed | -$208K | – | 141 |
|
|
2022
Q1 | $208K | Buy |
+761
| New | +$208K | 0.05% | 129 |
|