Legend Financial Advisors’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.43K | Buy |
+41
| New | +$9.43K | 0.01% | 115 |
|
2025
Q1 | – | Sell |
-41
| Closed | -$9.35K | – | 237 |
|
2024
Q4 | $9.35K | Hold |
41
| – | – | 0.01% | 120 |
|
2024
Q3 | $10.1K | Hold |
41
| – | – | 0.01% | 99 |
|
2024
Q2 | $9.28K | Sell |
41
-8
| -16% | -$1.81K | 0.01% | 149 |
|
2024
Q1 | $12.1K | Buy |
49
+33
| +206% | +$8.12K | 0.01% | 123 |
|
2023
Q4 | $3.93K | Buy |
+16
| New | +$3.93K | ﹤0.01% | 159 |
|
2023
Q3 | – | Sell |
-50
| Closed | -$10.2K | – | 214 |
|
2023
Q2 | $10.2K | Hold |
50
| – | – | 0.01% | 148 |
|
2023
Q1 | $10.1K | Sell |
50
-55
| -52% | -$11.1K | 0.01% | 151 |
|
2022
Q4 | $21.7K | Buy |
105
+75
| +250% | +$15.5K | 0.02% | 108 |
|
2022
Q3 | $5.85K | Buy |
+30
| New | +$5.85K | 0.01% | 176 |
|