Laidlaw 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
Q1 | – | Sell |
-2,979
| Closed | -$732K | – | 240 |
|
|
2023
Q4 | $732K | Sell |
2,979
-73
| -2% | -$17.9K | 0.27% | 99 |
|
|
2023
Q3 | $622K | Sell |
3,052
-110,714
| -97% | -$22.5M | 0.21% | 120 |
|
|
2023
Q2 | $23.3M | Sell |
113,766
-386
| -0.3% | -$79K | 4.55% | 2 |
|
|
2023
Q1 | $23M | Buy |
114,152
+125
| +0.1% | +$25.2K | 4.69% | 2 |
|
|
2022
Q4 | $23.6M | Sell |
114,027
-137
| -0.1% | -$28.4K | 5.06% | 2 |
|
|
2022
Q3 | $22.2M | Buy |
114,164
+330
| +0.3% | +$64.3K | 5.2% | 2 |
|
|
2022
Q2 | $24.3M | Sell |
113,834
-358
| -0.3% | -$76.4K | 4.95% | 2 |
|
|
2022
Q1 | $31.2M | Sell |
114,192
-115
| -0.1% | -$31.4K | 5.21% | 2 |
|
|
2021
Q4 | $28.8M | Buy |
+114,307
| New | +$28.8M | 4.6% | 2 |
|
|
2021
Q1 | – | Sell |
-118,510
| Closed | -$24.7M | – | 353 |
|
|
2020
Q4 | $24.7M | Buy |
118,510
+116,571
| +6,012% | +$24.3M | 5.2% | 2 |
|
|
2020
Q3 | $382K | Buy |
1,939
+181
| +10% | +$35.7K | 0.17% | 128 |
|
|
2020
Q2 | $297K | Buy |
1,758
+64
| +4% | +$10.8K | 0.16% | 133 |
|
|
2020
Q1 | $239K | Sell |
1,694
-180
| -10% | -$25.4K | 0.16% | 131 |
|
|
2019
Q4 | $339K | Buy |
+1,874
| New | +$339K | 0.21% | 117 |
|