Jamison Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-128
| Closed | -$31.6K | – | 456 |
|
|
2024
Q3 | $31.6K | Buy |
128
+93
| +266% | +$22.9K | ﹤0.01% | 276 |
|
|
2024
Q2 | $7.92K | Sell |
35
-5
| -13% | -$1.13K | ﹤0.01% | 331 |
|
|
2024
Q1 | $9.84K | Buy |
40
+5
| +14% | +$1.23K | ﹤0.01% | 330 |
|
|
2023
Q4 | $8.6K | Hold |
35
| – | – | ﹤0.01% | 314 |
|
|
2023
Q3 | $7.13K | Buy |
+35
| New | +$7.13K | ﹤0.01% | 313 |
|