OAM
Optimal Asset Management’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $914K | Buy |
4,662
+12
| +0.3% | +$2.35K | 0.11% | 246 |
|
|
2021
Q2 | $1.02M | Hold |
4,650
| – | – | 0.12% | 237 |
|
|
2021
Q1 | $1.03M | Buy |
4,650
+2,200
| +90% | +$485K | 0.13% | 229 |
|
|
2020
Q4 | $510K | Buy |
2,450
+14
| +0.6% | +$2.91K | 0.07% | 337 |
|
|
2020
Q3 | $480K | Buy |
2,436
+219
| +10% | +$43.2K | 0.07% | 342 |
|
|
2020
Q2 | $375K | Sell |
2,217
-1,594
| -42% | -$270K | 0.06% | 353 |
|
|
2020
Q1 | $538 | Buy |
3,811
+851
| +29% | +$120 | 0.05% | 351 |
|
|
2019
Q4 | $535K | Buy |
+2,960
| New | +$535K | 0.08% | 318 |
|