San Luis Wealth Advisors’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
Sell
-1,159
Closed -$262K 157
2024
Q2
$262K Buy
+1,159
New +$262K 0.06% 113
2023
Q3
Sell
-8,157
Closed -$1.67M 153
2023
Q2
$1.67M Sell
8,157
-1,195
-13% -$245K 0.59% 36
2023
Q1
$1.88M Buy
+9,352
New +$1.88M 0.72% 29