SAM
Sandbar Asset Management’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,184
| Closed | -$1.06M | – | 38 |
|
|
2023
Q3 | $1.06M | Buy |
5,184
+1,506
| +41% | +$307K | 3.46% | 14 |
|
|
2023
Q2 | $753K | Sell |
3,678
-7,509
| -67% | -$1.54M | 2.06% | 25 |
|
|
2023
Q1 | $2.25M | Buy |
+11,187
| New | +$2.25M | 6.76% | 1 |
|
|
2022
Q2 | – | Sell |
-2,371
| Closed | -$648K | – | 70 |
|
|
2022
Q1 | $648K | Buy |
+2,371
| New | +$648K | 0.39% | 43 |
|