Summit Wealth 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 |
-899
| Closed | -$222K | – | 104 |
|
|
2024
Q3 | $222K | Hold |
899
| – | – | 0.06% | 93 |
|
|
2024
Q2 | $203K | Buy |
+899
| New | +$203K | 0.06% | 94 |
|
|
2023
Q3 | – | Sell |
-1,039
| Closed | -$213K | – | 72 |
|
|
2023
Q2 | $213K | Sell |
1,039
-208,070
| -100% | -$42.7M | 0.09% | 71 |
|
|
2023
Q1 | $1K | Buy |
+209,109
| New | +$1K | 0.02% | 146 |
|
|
2021
Q4 | – | Sell |
-2,726
| Closed | -$534K | – | 50 |
|
|
2021
Q3 | $534K | Buy |
+2,726
| New | +$534K | 0.84% | 22 |
|
|
2021
Q1 | – | Sell |
-2,174
| Closed | -$453K | – | 214 |
|
|
2020
Q4 | $453K | Hold |
2,174
| – | – | 0.28% | 31 |
|
|
2020
Q3 | $428K | Hold |
2,174
| – | – | 0.37% | 23 |
|
|
2020
Q2 | $368K | Buy |
2,174
+72
| +3% | +$12.2K | 0.34% | 22 |
|
|
2020
Q1 | $296K | Hold |
2,102
| – | – | 0.3% | 23 |
|
|
2019
Q4 | $380K | Buy |
+2,102
| New | +$380K | 0.36% | 22 |
|