SVA Wealth Management’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $510K | Sell |
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|
2020
Q3 | $531K | Hold |
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|
2020
Q2 | $456K | Sell |
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|
2020
Q1 | $409K | Sell |
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|
2019
Q4 | $539K | Hold |
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|
2019
Q3 | $483K | Buy |
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|
2019
Q2 | $313K | Hold |
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|
2019
Q1 | $309K | Sell |
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|
2018
Q4 | $269K | Sell |
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|
2018
Q3 | $353K | Sell |
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|
2018
Q2 | $321K | Buy |
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|
2018
Q1 | $247K | Hold |
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|
2017
Q4 | $286K | Hold |
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|
2017
Q3 | $247K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $279K | Hold |
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|
2016
Q3 | $263K | Sell |
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|
2016
Q2 | $317K | Buy |
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|
2016
Q1 | $214K | Sell |
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|
2015
Q4 | $1.53M | Buy |
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|
2015
Q3 | $1.66M | Buy |
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|
2015
Q2 | $1.72M | Buy |
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|
2015
Q1 | $1.91M | Buy |
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|
2014
Q4 | $540K | Buy |
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|
2014
Q3 | $389K | Buy |
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|
2014
Q2 | $318K | Buy |
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|
2014
Q1 | $270K | Buy |
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