Intrua Financial’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
-1,054
Closed -$260K 396
2024
Q3
$260K Sell
1,054
-114
-10% -$28.1K 0.04% 321
2024
Q2
$264K Buy
1,168
+13
+1% +$2.94K 0.04% 325
2024
Q1
$284K Buy
1,155
+17
+1% +$4.18K 0.04% 330
2023
Q4
$279K Sell
1,138
-732
-39% -$180K 0.04% 326
2023
Q3
$381K Sell
1,870
-57
-3% -$11.6K 0.06% 234
2023
Q2
$394K Buy
1,927
+65
+3% +$13.3K 0.07% 230
2023
Q1
$371K Sell
1,862
-104
-5% -$20.7K 0.08% 219
2022
Q4
$404K Sell
1,966
-44
-2% -$9.04K 0.09% 208
2022
Q3
$392K Buy
2,010
+13
+0.7% +$2.54K 0.1% 194
2022
Q2
$426K Sell
1,997
-379
-16% -$80.8K 0.09% 238
2022
Q1
$649K Buy
2,376
+162
+7% +$44.3K 0.12% 185
2021
Q4
$558K Hold
2,214
0.1% 203
2021
Q3
$530K Buy
2,214
+147
+7% +$35.2K 0.1% 201
2021
Q2
$468K Hold
2,067
0.11% 171
2021
Q1
$467K Buy
2,067
+369
+22% +$83.4K 0.12% 167
2020
Q4
$354K Sell
1,698
-18
-1% -$3.75K 0.16% 136
2020
Q3
$349K Sell
1,716
-653
-28% -$133K 0.17% 124
2020
Q2
$449K Buy
+2,369
New +$449K 0.17% 121