McKinley Carter Wealth Services’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,003
| Closed | -$246K | – | 311 |
|
|
2023
Q4 | $246K | Sell |
1,003
-403
| -29% | -$99K | 0.02% | 272 |
|
|
2023
Q3 | $286K | Sell |
1,406
-5,298
| -79% | -$1.08M | 0.02% | 250 |
|
|
2023
Q2 | $1.37M | Buy |
6,704
+117
| +2% | +$23.9K | 0.1% | 133 |
|
|
2023
Q1 | $1.33M | Buy |
6,587
+600
| +10% | +$121K | 0.1% | 128 |
|
|
2022
Q4 | $1.24M | Buy |
5,987
+1,316
| +28% | +$273K | 0.11% | 127 |
|
|
2022
Q3 | $910K | Buy |
4,671
+86
| +2% | +$16.8K | 0.08% | 136 |
|
|
2022
Q2 | $978K | Buy |
4,585
+485
| +12% | +$103K | 0.09% | 138 |
|
|
2022
Q1 | $1.12M | Buy |
+4,100
| New | +$1.12M | 0.09% | 137 |
|
|
2018
Q2 | – | Sell |
-140
| Closed | -$19K | – | 365 |
|
|
2018
Q1 | $19K | Buy |
+140
| New | +$19K | 0.01% | 334 |
|
|
2015
Q3 | – | Sell |
-3,419
| Closed | -$326K | – | 119 |
|
|
2015
Q2 | $326K | Buy |
3,419
+1,436
| +72% | +$137K | 0.18% | 100 |
|
|
2015
Q1 | $215K | Buy |
+1,983
| New | +$215K | 0.14% | 104 |
|