Nadler Financial Group’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-842
| Closed | -$230K | – | 122 |
|
|
2022
Q1 | $230K | Hold |
842
| – | – | 0.04% | 107 |
|
|
2021
Q4 | $212K | Buy |
+842
| New | +$212K | 0.03% | 125 |
|
|
2019
Q3 | – | Sell |
-1,203
| Closed | -$203K | – | 88 |
|
|
2019
Q2 | $203K | Sell |
1,203
-699
| -37% | -$118K | 0.06% | 81 |
|
|
2019
Q1 | $318K | Hold |
1,902
| – | – | 0.1% | 64 |
|
|
2018
Q4 | $263K | Buy |
1,902
+3
| +0.2% | +$415 | 0.09% | 68 |
|
|
2018
Q3 | $309K | Buy |
1,899
+1
| +0.1% | +$163 | 0.08% | 64 |
|
|
2018
Q2 | $269K | Buy |
1,898
+1
| +0.1% | +$142 | 0.08% | 73 |
|
|
2018
Q1 | $255K | Hold |
1,897
| – | – | 0.08% | 69 |
|
|
2017
Q4 | $254K | Buy |
1,897
+3
| +0.2% | +$402 | 0.08% | 71 |
|
|
2017
Q3 | $220K | Buy |
1,894
+1
| +0.1% | +$116 | 0.07% | 71 |
|
|
2017
Q2 | $206K | Sell |
1,893
-248
| -12% | -$27K | 0.07% | 74 |
|
|
2017
Q1 | $227K | Hold |
2,141
| – | – | 0.08% | 72 |
|
|
2016
Q4 | $222K | Buy |
2,141
+2
| +0.1% | +$207 | 0.08% | 75 |
|
|
2016
Q3 | $209K | Buy |
+2,139
| New | +$209K | 0.08% | 77 |
|
|
2015
Q3 | – | Sell |
-2,131
| Closed | -$203K | – | 86 |
|
|
2015
Q2 | $203K | Sell |
2,131
-200
| -9% | -$19.1K | 0.1% | 80 |
|
|
2015
Q1 | $252K | Buy |
2,331
+2
| +0.1% | +$216 | 0.12% | 69 |
|
|
2014
Q4 | $277K | Sell |
2,329
-22
| -0.9% | -$2.62K | 0.14% | 59 |
|
|
2014
Q3 | $255K | Buy |
2,351
+251
| +12% | +$27.2K | 0.15% | 60 |
|
|
2014
Q2 | $209K | Buy |
+2,100
| New | +$209K | 0.13% | 64 |
|
|
2014
Q1 | – | Sell |
-2,438
| Closed | -$205K | – | 83 |
|
|
2013
Q4 | $205K | Buy |
+2,438
| New | +$205K | 0.13% | 78 |
|