Spartan Planning & Wealth Management’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 | $185K | Buy |
752
+644
| +596% | +$158K | 0.2% | 59 |
|
|
2023
Q3 | $22K | Buy |
+108
| New | +$22K | 0.03% | 103 |
|
|
2022
Q4 | $207 | Hold |
1
| – | – | ﹤0.01% | 151 |
|
|
2022
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 117 |
|
|
2022
Q2 | $0 | Sell |
1
-289
| -100% | – | ﹤0.01% | 153 |
|
|
2022
Q1 | $79K | Buy |
+290
| New | +$79K | 0.1% | 74 |
|