Perfromance Wealth Partners’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,021
| Closed | -$252K | – | 207 |
|
|
2024
Q3 | $252K | Buy |
+1,021
| New | +$252K | 0.01% | 164 |
|
|
2024
Q2 | – | Sell |
-855
| Closed | -$210K | – | 182 |
|
|
2024
Q1 | $210K | Sell |
855
-76
| -8% | -$18.7K | 0.01% | 152 |
|
|
2023
Q4 | $229K | Buy |
+931
| New | +$229K | 0.01% | 148 |
|
|
2023
Q2 | – | Sell |
-1,057
| Closed | -$213K | – | 193 |
|
|
2023
Q1 | $213K | Sell |
1,057
-690
| -39% | -$139K | 0.01% | 170 |
|
|
2022
Q4 | $362K | Buy |
1,747
+662
| +61% | +$137K | 0.02% | 119 |
|
|
2022
Q3 | $211K | Buy |
1,085
+11
| +1% | +$2.14K | 0.01% | 153 |
|
|
2022
Q2 | $229K | Buy |
1,074
+15
| +1% | +$3.2K | 0.01% | 152 |
|
|
2022
Q1 | $289K | Buy |
1,059
+29
| +3% | +$7.91K | 0.01% | 140 |
|
|
2021
Q4 | $259K | Buy |
+1,030
| New | +$259K | 0.01% | 152 |
|