Mittelman Wealth Management’s Union Pacific UNP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-6,271
Closed -$1.42M 66
2024
Q2
$1.42M Sell
6,271
-92
-1% -$20.8K 0.92% 27
2024
Q1
$1.56M Buy
+6,363
New +$1.56M 1.06% 25