MBM Wealth Consultants’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-45
| Closed | -$2K | – | 264 |
|
|
2023
Q1 | $2K | Hold |
45
| – | – | ﹤0.01% | 256 |
|
|
2022
Q4 | $9K | Sell |
45
-50
| -53% | -$10K | ﹤0.01% | 235 |
|
|
2022
Q3 | $19K | Sell |
95
-121
| -56% | -$24.2K | 0.01% | 192 |
|
|
2022
Q2 | $10K | Buy |
216
+121
| +127% | +$5.6K | ﹤0.01% | 221 |
|
|
2022
Q1 | $26K | Sell |
95
-45
| -32% | -$12.3K | 0.01% | 210 |
|
|
2021
Q4 | $35K | Hold |
140
| – | – | 0.01% | 187 |
|
|
2021
Q3 | $27K | Hold |
140
| – | – | 0.01% | 193 |
|
|
2021
Q2 | $31K | Sell |
140
-90
| -39% | -$19.9K | 0.01% | 166 |
|
|
2021
Q1 | $51K | Hold |
230
| – | – | 0.03% | 135 |
|
|
2020
Q4 | $48K | Hold |
230
| – | – | 0.03% | 134 |
|
|
2020
Q3 | $45K | Hold |
230
| – | – | 0.03% | 135 |
|
|
2020
Q2 | $39K | Hold |
230
| – | – | 0.03% | 132 |
|
|
2020
Q1 | $32K | Sell |
230
-53
| -19% | -$7.37K | 0.03% | 123 |
|
|
2019
Q4 | $51K | Hold |
283
| – | – | 0.04% | 122 |
|
|
2019
Q3 | $46K | Sell |
283
-152
| -35% | -$24.7K | 0.04% | 123 |
|
|
2019
Q2 | $74K | Buy |
435
+105
| +32% | +$17.9K | 0.06% | 106 |
|
|
2019
Q1 | $55K | Hold |
330
| – | – | 0.05% | 119 |
|
|
2018
Q4 | $46K | Buy |
+330
| New | +$46K | 0.04% | 134 |
|