Reston Wealth Management’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 |
-1,450
| Closed | -$357K | – | 413 |
|
|
2024
Q3 | $357K | Buy |
1,450
+26
| +2% | +$6.41K | 0.13% | 35 |
|
|
2024
Q2 | $322K | Sell |
1,424
-468
| -25% | -$106K | 0.13% | 38 |
|
|
2024
Q1 | $465K | Sell |
1,892
-123
| -6% | -$30.2K | 0.19% | 35 |
|
|
2023
Q4 | $495K | Buy |
2,015
+28
| +1% | +$6.88K | 0.23% | 28 |
|
|
2023
Q3 | $405K | Buy |
1,987
+2
| +0.1% | +$407 | 0.2% | 31 |
|
|
2023
Q2 | $406K | Buy |
1,985
+5
| +0.3% | +$1.02K | 0.19% | 32 |
|
|
2023
Q1 | $399K | Sell |
1,980
-3
| -0.2% | -$604 | 0.21% | 30 |
|
|
2022
Q4 | $411K | Buy |
1,983
+3
| +0.2% | +$621 | 0.23% | 31 |
|
|
2022
Q3 | $386K | Sell |
1,980
-177
| -8% | -$34.5K | 0.23% | 34 |
|
|
2022
Q2 | $460K | Sell |
2,157
-26
| -1% | -$5.55K | 0.26% | 33 |
|
|
2022
Q1 | $596K | Buy |
2,183
+106
| +5% | +$28.9K | 0.31% | 27 |
|
|
2021
Q4 | $523K | Buy |
2,077
+36
| +2% | +$9.07K | 0.25% | 29 |
|
|
2021
Q3 | $400K | Sell |
2,041
-20
| -1% | -$3.92K | 0.21% | 31 |
|
|
2021
Q2 | $453K | Buy |
2,061
+2
| +0.1% | +$440 | 0.23% | 32 |
|
|
2021
Q1 | $454K | Sell |
2,059
-159
| -7% | -$35.1K | 0.24% | 30 |
|
|
2020
Q4 | $462K | Buy |
+2,218
| New | +$462K | 0.26% | 28 |
|