Lutz Financial Services’s Union Pacific UNP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-802
Closed -$202K 64
2021
Q4
$202K Buy
+802
New +$202K 0.02% 64
2018
Q1
Sell
-26,628
Closed -$3.57M 49
2017
Q4
$3.57M Buy
+26,628
New +$3.57M 1.04% 21