Peterson Financial Group’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $32K | Buy |
+130
| New | +$32K | 0.12% | 120 |
|
|
2023
Q1 | – | Sell |
-4,218
| Closed | -$874K | – | 70 |
|
|
2022
Q4 | $874K | Sell |
4,218
-2,273
| -35% | -$471K | 1.15% | 36 |
|
|
2022
Q3 | $1.26M | Sell |
6,491
-1,396
| -18% | -$272K | 1.23% | 36 |
|
|
2022
Q2 | $1.68M | Buy |
7,887
+546
| +7% | +$116K | 1.58% | 27 |
|
|
2022
Q1 | $2.01M | Buy |
7,341
+257
| +4% | +$70.2K | 1.66% | 18 |
|
|
2021
Q4 | $1.78M | Buy |
+7,084
| New | +$1.78M | 1.46% | 24 |
|