Private Advisory Group’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-18,810
| Closed | -$4.74M | – | 203 |
|
|
2021
Q4 | $4.74M | Buy |
18,810
+4,177
| +29% | +$1.05M | 0.89% | 29 |
|
|
2021
Q3 | $2.87M | Sell |
14,633
-4,055
| -22% | -$795K | 0.7% | 35 |
|
|
2021
Q2 | $4.11M | Buy |
18,688
+456
| +3% | +$100K | 1.03% | 28 |
|
|
2021
Q1 | $4.02M | Buy |
18,232
+2,177
| +14% | +$480K | 1.15% | 29 |
|
|
2020
Q4 | $3.34M | Buy |
+16,055
| New | +$3.34M | 1.1% | 28 |
|