Leonard Rickey Investment Advisors’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-844
| Closed | -$208K | – | 110 |
|
|
2024
Q3 | $208K | Buy |
+844
| New | +$208K | 0.05% | 107 |
|
|
2024
Q2 | – | Sell |
-852
| Closed | -$209K | – | 111 |
|
|
2024
Q1 | $209K | Hold |
852
| – | – | 0.05% | 87 |
|
|
2023
Q4 | $209K | Buy |
+852
| New | +$209K | 0.06% | 82 |
|
|
2022
Q2 | – | Sell |
-878
| Closed | -$240K | – | 68 |
|
|
2022
Q1 | $240K | Buy |
878
+4
| +0.5% | +$1.09K | 0.09% | 62 |
|
|
2021
Q4 | $220K | Buy |
+874
| New | +$220K | 0.08% | 68 |
|