Silver Oak Advisory Group’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 |
-832
| Closed | -$205K | – | 69 |
|
|
2024
Q3 | $205K | Buy |
+832
| New | +$205K | 0.11% | 67 |
|
|
2024
Q2 | – | Sell |
-832
| Closed | -$205K | – | 67 |
|
|
2024
Q1 | $205K | Sell |
832
-60
| -7% | -$14.8K | 0.12% | 62 |
|
|
2023
Q4 | $219K | Buy |
+892
| New | +$219K | 0.13% | 59 |
|
|
2023
Q2 | – | Sell |
-1,018
| Closed | -$204K | – | 57 |
|
|
2023
Q1 | $204K | Hold |
1,018
| – | – | 0.14% | 57 |
|
|
2022
Q4 | $210K | Sell |
1,018
-153
| -13% | -$31.6K | 0.15% | 56 |
|
|
2022
Q3 | $228K | Hold |
1,171
| – | – | 0.17% | 45 |
|
|
2022
Q2 | $250K | Hold |
1,171
| – | – | 0.18% | 44 |
|
|
2022
Q1 | $320K | Hold |
1,171
| – | – | 0.21% | 40 |
|
|
2021
Q4 | $295K | Buy |
+1,171
| New | +$295K | 0.19% | 44 |
|