Sweet Financial Partners’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.22M | Buy |
4,951
+10
| +0.2% | +$2.47K | 0.26% | 76 |
|
|
2024
Q2 | $1.12M | Sell |
4,941
-16
| -0.3% | -$3.62K | 0.26% | 74 |
|
|
2024
Q1 | $1.22M | Sell |
4,957
-270
| -5% | -$66.4K | 0.28% | 73 |
|
|
2023
Q4 | $1.28M | Sell |
5,227
-110
| -2% | -$27K | 0.31% | 67 |
|
|
2023
Q3 | $1.09M | Sell |
5,337
-266
| -5% | -$54.2K | 0.29% | 69 |
|
|
2023
Q2 | $1.15M | Sell |
5,603
-184
| -3% | -$37.7K | 0.3% | 66 |
|
|
2023
Q1 | $1.16M | Sell |
5,787
-203
| -3% | -$40.9K | 0.32% | 59 |
|
|
2022
Q4 | $1.24M | Sell |
5,990
-229
| -4% | -$47.4K | 0.36% | 42 |
|
|
2022
Q3 | $1.21M | Sell |
6,219
-95
| -2% | -$18.5K | 0.39% | 36 |
|
|
2022
Q2 | $1.35M | Sell |
6,314
-134
| -2% | -$28.6K | 0.42% | 33 |
|
|
2022
Q1 | $1.76M | Buy |
6,448
+1,110
| +21% | +$303K | 0.47% | 30 |
|
|
2021
Q4 | $1.35M | Buy |
+5,338
| New | +$1.35M | 0.56% | 25 |
|