McDaniel Terry & Co’s Union Pacific UNP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,520
Closed -$315K 100
2022
Q4
$315K Hold
1,520
0.04% 71
2022
Q3
$296K Buy
1,520
+100
+7% +$19.5K 0.04% 74
2022
Q2
$303K Buy
+1,420
New +$303K 0.04% 73