Householder Group Estate & Retirement Specialist’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 | $59K | Sell |
259
-1,542
| -86% | -$351K | 0.04% | 202 |
|
|
2024
Q3 | $443K | Sell |
1,801
-930
| -34% | -$229K | 0.13% | 150 |
|
|
2024
Q2 | $618K | Buy |
2,731
+99
| +4% | +$22.4K | 0.17% | 113 |
|
|
2024
Q1 | $647K | Buy |
2,632
+8
| +0.3% | +$1.97K | 0.19% | 105 |
|
|
2023
Q4 | $644K | Sell |
2,624
-100
| -4% | -$24.5K | 0.21% | 96 |
|
|
2023
Q3 | $555K | Buy |
+2,724
| New | +$555K | 0.2% | 99 |
|
|
2023
Q1 | $584K | Buy |
+2,902
| New | +$584K | 0.22% | 94 |
|
|
2022
Q4 | – | Sell |
-2,207
| Closed | -$430K | – | 1083 |
|
|
2022
Q3 | $430K | Sell |
2,207
-31
| -1% | -$6.04K | 0.18% | 119 |
|
|
2022
Q2 | $477K | Buy |
2,238
+11
| +0.5% | +$2.35K | 0.21% | 117 |
|
|
2022
Q1 | $608K | Sell |
2,227
-22
| -1% | -$6.01K | 0.25% | 105 |
|
|
2021
Q4 | $567K | Buy |
+2,249
| New | +$567K | 0.21% | 118 |
|