TrueWealth 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
Q4 | – | Sell |
-870
| Closed | -$214K | – | 243 |
|
|
2024
Q3 | $214K | Buy |
+870
| New | +$214K | 0.07% | 215 |
|
|
2024
Q2 | – | Sell |
-896
| Closed | -$220K | – | 234 |
|
|
2024
Q1 | $220K | Sell |
896
-91
| -9% | -$22.4K | 0.09% | 195 |
|
|
2023
Q4 | $242K | Sell |
987
-139
| -12% | -$34.1K | 0.09% | 170 |
|
|
2023
Q3 | $229K | Buy |
1,126
+37
| +3% | +$7.53K | 0.1% | 169 |
|
|
2023
Q2 | $223K | Buy |
+1,089
| New | +$223K | 0.09% | 172 |
|