Synergy Financial 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 |
-987
| Closed | -$243K | – | 104 |
|
|
2024
Q3 | $243K | Buy |
+987
| New | +$243K | 0.23% | 85 |
|
|
2024
Q2 | – | Sell |
-880
| Closed | -$216K | – | 86 |
|
|
2024
Q1 | $216K | Sell |
880
-2
| -0.2% | -$492 | 0.24% | 77 |
|
|
2023
Q4 | $217K | Buy |
+882
| New | +$217K | 0.27% | 82 |
|
|
2022
Q3 | – | Sell |
-1,011
| Closed | -$216K | – | 91 |
|
|
2022
Q2 | $216K | Hold |
1,011
| – | – | 0.34% | 79 |
|
|
2022
Q1 | $276K | Hold |
1,011
| – | – | 0.29% | 78 |
|
|
2021
Q4 | $255K | Buy |
+1,011
| New | +$255K | 0.23% | 91 |
|