Teamwork Financial Advisors’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,006
| Closed | -$247K | – | 200 |
|
|
2023
Q4 | $247K | Sell |
1,006
-4,915
| -83% | -$1.21M | 0.04% | 158 |
|
|
2023
Q3 | $1.21M | Buy |
+5,921
| New | +$1.21M | 0.2% | 73 |
|
|
2022
Q2 | – | Sell |
-7,927
| Closed | -$2.17M | – | 253 |
|
|
2022
Q1 | $2.17M | Buy |
7,927
+3,435
| +76% | +$939K | 0.4% | 55 |
|
|
2021
Q4 | $1.13M | Sell |
4,492
-2,584
| -37% | -$651K | 0.21% | 103 |
|
|
2021
Q3 | $1.39M | Buy |
7,076
+1,169
| +20% | +$229K | 0.27% | 73 |
|
|
2021
Q2 | $1.3M | Buy |
5,907
+3,331
| +129% | +$733K | 0.27% | 74 |
|
|
2021
Q1 | $568K | Buy |
+2,576
| New | +$568K | 0.13% | 133 |
|
|
2020
Q1 | – | Sell |
-1,828
| Closed | -$331K | – | 136 |
|
|
2019
Q4 | $331K | Buy |
+1,828
| New | +$331K | 0.2% | 88 |
|