Retirement Guys Formula’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,249
| Closed | -$665K | – | 140 |
|
|
2023
Q2 | $665K | Buy |
3,249
+294
| +10% | +$60.2K | 0.39% | 67 |
|
|
2023
Q1 | $595K | Buy |
2,955
+137
| +5% | +$27.6K | 0.43% | 59 |
|
|
2022
Q4 | $583K | Buy |
2,818
+472
| +20% | +$97.7K | 0.48% | 53 |
|
|
2022
Q3 | $457K | Buy |
2,346
+69
| +3% | +$13.4K | 0.48% | 48 |
|
|
2022
Q2 | $485K | Buy |
2,277
+304
| +15% | +$64.8K | 0.5% | 48 |
|
|
2022
Q1 | $539K | Buy |
1,973
+182
| +10% | +$49.7K | 0.36% | 46 |
|
|
2021
Q4 | $451K | Buy |
+1,791
| New | +$451K | 0.36% | 60 |
|