Trellis Advisors’s Union Pacific UNP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
2023
Q3
$239K Buy
2023
Q2
$235K Sell
2023
Q1
$232K Buy
2022
Q4
$235K Sell
2022
Q3
$227K Buy
2022
Q2
$245K Buy
2022
Q1
$302K Buy
2021
Q4
$278K Buy
2021
Q3
$216K Sell
2021
Q2
$243K Sell
2021
Q1
$259K Buy
2020
Q4
$244K Hold
2020
Q3
$230K Sell
2020
Q2
$201K Buy