Mosaic Family Wealth’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $775K | Hold |
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|
2021
Q3 | $603K | Sell |
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|
2021
Q2 | $686K | Buy |
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|
2021
Q1 | $687K | Sell |
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|
2020
Q4 | $659K | Hold |
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|
2020
Q3 | $623K | Buy |
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|
2020
Q2 | $533K | Sell |
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|
2020
Q1 | $459K | Sell |
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|
2019
Q4 | $594K | Buy |
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|
2019
Q3 | $527K | Sell |
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|
2019
Q2 | $557K | Buy |
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|
2019
Q1 | $510K | Hold |
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|
2018
Q4 | $421K | Sell |
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|
2018
Q3 | $492K | Buy |
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|
2018
Q2 | $408K | Sell |
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|
2018
Q1 | $398K | Sell |
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|
2017
Q4 | $640K | Buy |
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|
2017
Q3 | $529K | Buy |
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|
2017
Q2 | $476K | Buy |
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|
2017
Q1 | $365K | Sell |
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|
2016
Q4 | $490K | Buy |
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|
2016
Q3 | $373K | Sell |
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|
2016
Q2 | $395K | Sell |
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|
2016
Q1 | $425K | Hold |
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|
2015
Q4 | $417K | Buy |
|