Kelman-Lazarov Inc’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-862
| Closed | -$236K | – | 90 |
|
|
2022
Q1 | $236K | Sell |
862
-100
| -10% | -$27.4K | 0.08% | 75 |
|
|
2021
Q4 | $242K | Buy |
+962
| New | +$242K | 0.08% | 78 |
|
|
2020
Q1 | – | Sell |
-1,179
| Closed | -$213K | – | 94 |
|
|
2019
Q4 | $213K | Buy |
+1,179
| New | +$213K | 0.1% | 94 |
|
|
2019
Q2 | – | Sell |
-1,279
| Closed | -$214K | – | 98 |
|
|
2019
Q1 | $214K | Buy |
+1,279
| New | +$214K | 0.11% | 88 |
|
|
2017
Q1 | – | Sell |
-1,050
| Closed | -$109K | – | 249 |
|
|
2016
Q4 | $109K | Hold |
1,050
| – | – | 0.06% | 135 |
|
|
2016
Q3 | $102K | Hold |
1,050
| – | – | 0.06% | 143 |
|
|
2016
Q2 | $91.7K | Hold |
1,050
| – | – | 0.05% | 149 |
|
|
2016
Q1 | $83K | Buy |
+1,050
| New | +$83K | 0.05% | 160 |
|