Planning Capital Management Corporation’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
$232K Buy
939
+62
+7% +$15.3K 0.15% 78
2024
Q2
$198K Sell
877
-12
-1% -$2.71K 0.14% 89
2024
Q1
$219K Sell
889
-170
-16% -$41.8K 0.16% 79
2023
Q4
$260K Buy
+1,059
New +$260K 0.2% 72