Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $68K | Hold |
298
| – | – | 0.01% | 266 |
|
|
2024
Q3 | $73.5K | Buy |
298
+64
| +27% | +$15.8K | 0.01% | 267 |
|
|
2024
Q2 | $52.9K | Hold |
234
| – | – | 0.01% | 291 |
|
|
2024
Q1 | $57.5K | Sell |
234
-554
| -70% | -$136K | 0.01% | 277 |
|
|
2023
Q4 | $193K | Buy |
788
+31
| +4% | +$7.61K | 0.05% | 138 |
|
|
2023
Q3 | $154K | Buy |
757
+97
| +15% | +$19.8K | 0.04% | 165 |
|
|
2023
Q2 | $135K | Buy |
660
+83
| +14% | +$17K | 0.03% | 181 |
|
|
2023
Q1 | $116K | Buy |
577
+121
| +27% | +$24.4K | 0.03% | 187 |
|
|
2022
Q4 | $94.4K | Buy |
456
+13
| +3% | +$2.69K | 0.02% | 201 |
|
|
2022
Q3 | $87K | Buy |
443
+9
| +2% | +$1.77K | 0.02% | 213 |
|
|
2022
Q2 | $92K | Buy |
434
+202
| +87% | +$42.8K | 0.02% | 197 |
|
|
2022
Q1 | $63K | Sell |
232
-1
| -0.4% | -$272 | 0.01% | 246 |
|
|
2021
Q4 | $58K | Buy |
233
+1
| +0.4% | +$249 | 0.01% | 271 |
|
|
2021
Q3 | $45K | Sell |
232
-19
| -8% | -$3.69K | 0.01% | 284 |
|
|
2021
Q2 | $55K | Buy |
251
+19
| +8% | +$4.16K | 0.02% | 255 |
|
|
2021
Q1 | $51 | Buy |
232
+214
| +1,189% | +$47 | 0.02% | 266 |
|
|
2020
Q4 | $4K | Hold |
18
| – | – | ﹤0.01% | 580 |
|
|
2020
Q3 | $3K | Hold |
18
| – | – | ﹤0.01% | 593 |
|
|
2020
Q2 | $3K | Hold |
18
| – | – | ﹤0.01% | 584 |
|
|
2020
Q1 | $2K | Hold |
18
| – | – | ﹤0.01% | 617 |
|
|
2019
Q4 | $3K | Buy |
+18
| New | +$3K | ﹤0.01% | 614 |
|