One Plus One Wealth Management’s Union Pacific UNP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,109
Closed -$223K 96
2023
Q1
$223K Sell
1,109
-88
-7% -$17.8K 0.16% 75
2022
Q4
$248K Hold
1,197
0.17% 77
2022
Q3
$233K Hold
1,197
0.19% 77
2022
Q2
$255K Buy
1,197
+75
+7% +$17.1K 0.19% 79
2022
Q1
$307K Hold
1,122
0.2% 70
2021
Q4
$283K Hold
1,122
0.2% 77
2021
Q3
$220K Hold
1,122
0.16% 81
2021
Q2
$247K Hold
1,122
0.17% 71
2021
Q1
$247K Buy
+1,122
New +$236K 0.19% 71

Other funds holding UNP

One Plus One Wealth Management's UNP Position: Q2 2023 in Review

One Plus One Wealth Management sold out of Union Pacific (UNP) in Q2 2023, closing a stake of 1,109 shares — an estimated $223K sold.

One Plus One Wealth Management first reported a position in UNP in Q1 2021 and held it in 9 quarters. The position peaked at $307K in Q1 2022. 2,413 funds tracked by Wall St. Rank hold UNP as of Q2 2023.

  • One Plus One Wealth Management reported no remaining Union Pacific position as of Q2 2023 after selling out during the quarter.
  • One Plus One Wealth Management sold 1,109 Union Pacific shares in Q2 2023, an estimated $223K.
  • One Plus One Wealth Management first reported a position in Union Pacific in Q1 2021 and held it in 9 quarters.
  • One Plus One Wealth Management's Union Pacific position peaked at $307K in Q1 2022.
  • 2,413 funds tracked by Wall St. Rank held Union Pacific as of Q2 2023.

Based on One Plus One Wealth Management's 13F filing for Q2 2023, filed 17 Jul 2023.