Octavia Wealth Advisors’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,186
| Closed | -$292K | – | 227 |
|
|
2024
Q1 | $292K | Buy |
1,186
+75
| +7% | +$18.4K | 0.04% | 170 |
|
|
2023
Q4 | $273K | Sell |
1,111
-43
| -4% | -$10.6K | 0.05% | 183 |
|
|
2023
Q3 | $235K | Buy |
1,154
+99
| +9% | +$20.2K | 0.05% | 178 |
|
|
2023
Q2 | $216K | Buy |
1,055
+11
| +1% | +$2.25K | 0.04% | 173 |
|
|
2023
Q1 | $210K | Buy |
+1,044
| New | +$210K | 0.05% | 174 |
|
|
2022
Q2 | – | Sell |
-862
| Closed | -$236K | – | 191 |
|
|
2022
Q1 | $236K | Buy |
+862
| New | +$236K | 0.05% | 168 |
|