Secure Asset Management’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,507
| Closed | -$370K | – | 250 |
|
|
2023
Q4 | $370K | Buy |
1,507
+73
| +5% | +$17.9K | 0.1% | 149 |
|
|
2023
Q3 | $292K | Buy |
1,434
+111
| +8% | +$22.6K | 0.09% | 165 |
|
|
2023
Q2 | $271K | Sell |
1,323
-102
| -7% | -$20.9K | 0.08% | 157 |
|
|
2023
Q1 | $287K | Hold |
1,425
| – | – | 0.1% | 151 |
|
|
2022
Q4 | $295K | Buy |
1,425
+8
| +0.6% | +$1.66K | 0.11% | 148 |
|
|
2022
Q3 | $276K | Buy |
1,417
+10
| +0.7% | +$1.95K | 0.15% | 112 |
|
|
2022
Q2 | $300K | Sell |
1,407
-12
| -0.8% | -$2.56K | 0.17% | 116 |
|
|
2022
Q1 | $388K | Sell |
1,419
-18
| -1% | -$4.92K | 0.17% | 113 |
|
|
2021
Q4 | $362K | Buy |
1,437
+7
| +0.5% | +$1.76K | 0.15% | 119 |
|
|
2021
Q3 | $280K | Sell |
1,430
-44
| -3% | -$8.62K | 0.14% | 133 |
|
|
2021
Q2 | $324K | Buy |
1,474
+25
| +2% | +$5.5K | 0.16% | 127 |
|
|
2021
Q1 | $319K | Sell |
1,449
-17
| -1% | -$3.74K | 0.18% | 122 |
|
|
2020
Q4 | $305K | Sell |
1,466
-511
| -26% | -$106K | 0.18% | 112 |
|
|
2020
Q3 | $389K | Buy |
1,977
+9
| +0.5% | +$1.77K | 0.27% | 86 |
|
|
2020
Q2 | $333K | Buy |
1,968
+10
| +0.5% | +$1.69K | 0.23% | 103 |
|
|
2020
Q1 | $276K | Sell |
1,958
-37
| -2% | -$5.22K | 0.3% | 78 |
|
|
2019
Q4 | $361K | Buy |
+1,995
| New | +$361K | 0.25% | 100 |
|