KCFA
Key Client Fiduciary Advisors’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-825
| Closed | -$203K | – | 199 |
|
|
2024
Q3 | $203K | Buy |
+825
| New | +$203K | 0.09% | 188 |
|
|
2024
Q2 | – | Sell |
-1,290
| Closed | -$317K | – | 195 |
|
|
2024
Q1 | $317K | Buy |
1,290
+10
| +0.8% | +$2.46K | 0.17% | 135 |
|
|
2023
Q4 | $314K | Hold |
1,280
| – | – | 0.18% | 131 |
|
|
2023
Q3 | $261K | Hold |
1,280
| – | – | 0.16% | 137 |
|
|
2023
Q2 | $262K | Buy |
1,280
+13
| +1% | +$2.66K | 0.15% | 142 |
|
|
2023
Q1 | $255K | Hold |
1,267
| – | – | 0.16% | 138 |
|
|
2022
Q4 | $262K | Buy |
+1,267
| New | +$262K | 0.18% | 122 |
|