Sonen Capital’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $236K | Buy |
+962
| New | +$236K | 0.45% | 65 |
|
|
2023
Q2 | – | Sell |
-1,002
| Closed | -$202K | – | 99 |
|
|
2023
Q1 | $202K | Buy |
+1,002
| New | +$202K | 0.34% | 90 |
|
|
2022
Q3 | – | Sell |
-962
| Closed | -$205K | – | 109 |
|
|
2022
Q2 | $205K | Buy |
+962
| New | +$205K | 0.29% | 103 |
|
|
2022
Q1 | – | Sell |
-1,078
| Closed | -$272K | – | 113 |
|
|
2021
Q4 | $272K | Buy |
+1,078
| New | +$272K | 0.26% | 92 |
|