Lake Point Wealth Management’s Union Pacific UNP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$60K Hold
2022
Q1
$77K Hold
2021
Q4
$71K Buy
2021
Q3
$16K Hold
2021
Q2
$18K Buy
2020
Q1
$3K Sell
2019
Q4
$15K Buy
2019
Q2
$14K Hold
2019
Q1
$14K Hold
2018
Q4
$11K Buy