IPG Investment Advisors’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,324
| Closed | -$816K | – | 219 |
|
|
2023
Q4 | $816K | Sell |
3,324
-12
| -0.4% | -$2.95K | 0.16% | 84 |
|
|
2023
Q3 | $679K | Sell |
3,336
-35
| -1% | -$7.13K | 0.15% | 86 |
|
|
2023
Q2 | $690K | Buy |
3,371
+7
| +0.2% | +$1.43K | 0.15% | 90 |
|
|
2023
Q1 | $677K | Buy |
+3,364
| New | +$677K | 0.15% | 79 |
|
|
2015
Q2 | – | Sell |
-2,000
| Closed | -$217K | – | 140 |
|
|
2015
Q1 | $217K | Sell |
2,000
-500
| -20% | -$54.2K | 0.08% | 111 |
|
|
2014
Q4 | $298K | Buy |
+2,500
| New | +$298K | 0.12% | 90 |
|