Personal Capital Advisors’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $882K | Sell |
4,259
-34
| -0.8% | -$7.04K | ﹤0.01% | 246 |
|
2022
Q3 | $836K | Buy |
4,293
+33
| +0.8% | +$6.43K | ﹤0.01% | 244 |
|
2022
Q2 | $909K | Sell |
4,260
-280
| -6% | -$59.7K | ﹤0.01% | 237 |
|
2022
Q1 | $1.24M | Sell |
4,540
-924
| -17% | -$252K | 0.01% | 236 |
|
2021
Q4 | $1.35M | Buy |
5,464
+661
| +14% | +$164K | 0.01% | 252 |
|
2021
Q3 | $941K | Buy |
4,803
+501
| +12% | +$98.2K | ﹤0.01% | 255 |
|
2021
Q2 | $946K | Sell |
4,302
-118
| -3% | -$25.9K | ﹤0.01% | 255 |
|
2021
Q1 | $974K | Buy |
4,420
+263
| +6% | +$58K | 0.01% | 256 |
|
2020
Q4 | $866K | Buy |
4,157
+1,168
| +39% | +$243K | 0.01% | 258 |
|
2020
Q3 | $589K | Buy |
2,989
+316
| +12% | +$62.3K | ﹤0.01% | 271 |
|
2020
Q2 | $452K | Sell |
2,673
-286
| -10% | -$48.4K | ﹤0.01% | 261 |
|
2020
Q1 | $414K | Sell |
2,959
-571
| -16% | -$79.9K | ﹤0.01% | 264 |
|
2019
Q4 | $638K | Buy |
3,530
+556
| +19% | +$100K | 0.01% | 247 |
|
2019
Q3 | $481K | Buy |
2,974
+451
| +18% | +$72.9K | ﹤0.01% | 252 |
|
2019
Q2 | $427K | Buy |
2,523
+105
| +4% | +$17.8K | ﹤0.01% | 250 |
|
2019
Q1 | $404K | Sell |
2,418
-65
| -3% | -$10.9K | ﹤0.01% | 246 |
|
2018
Q4 | $343K | Buy |
2,483
+861
| +53% | +$119K | ﹤0.01% | 252 |
|
2018
Q3 | $264K | Sell |
1,622
-15
| -0.9% | -$2.44K | ﹤0.01% | 261 |
|
2018
Q2 | $232K | Buy |
+1,637
| New | +$232K | ﹤0.01% | 261 |
|