Laurel Wealth Advisors (California)’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.09M | Buy |
5,274
+547
| +12% | +$113K | 0.11% | 201 |
|
|
2022
Q3 | $921K | Buy |
4,727
+24
| +0.5% | +$4.68K | 0.1% | 227 |
|
|
2022
Q2 | $1M | Sell |
4,703
-435
| -8% | -$92.8K | 0.1% | 220 |
|
|
2022
Q1 | $1.4M | Sell |
5,138
-328
| -6% | -$89.6K | 0.12% | 188 |
|
|
2021
Q4 | $1.38M | Buy |
5,466
+3,975
| +267% | +$1M | 0.11% | 195 |
|
|
2021
Q3 | $292K | Sell |
1,491
-871
| -37% | -$171K | 0.05% | 345 |
|
|
2021
Q2 | $519K | Buy |
2,362
+812
| +52% | +$178K | 0.07% | 265 |
|
|
2021
Q1 | $341K | Sell |
1,550
-1,090
| -41% | -$240K | 0.05% | 330 |
|
|
2020
Q4 | $549K | Buy |
2,640
+70
| +3% | +$14.6K | 0.08% | 230 |
|
|
2020
Q3 | $506K | Sell |
2,570
-6
| -0.2% | -$1.18K | 0.08% | 225 |
|
|
2020
Q2 | $435K | Sell |
2,576
-67
| -3% | -$11.3K | 0.08% | 237 |
|
|
2020
Q1 | $373K | Sell |
2,643
-15
| -0.6% | -$2.12K | 0.09% | 237 |
|
|
2019
Q4 | $481K | Sell |
2,658
-147
| -5% | -$26.6K | 0.08% | 251 |
|
|
2019
Q3 | $455K | Buy |
2,805
+435
| +18% | +$70.6K | 0.08% | 265 |
|
|
2019
Q2 | $401K | Buy |
2,370
+80
| +3% | +$13.5K | 0.09% | 245 |
|
|
2019
Q1 | $383K | Buy |
+2,290
| New | +$383K | 0.09% | 240 |
|