Tyler-Stone Wealth Management’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 | – | Sell |
-159
| Closed | -$36K | – | 853 |
|
|
2024
Q2 | $36K | Hold |
159
| – | – | 0.01% | 419 |
|
|
2024
Q1 | $39.1K | Hold |
159
| – | – | 0.02% | 398 |
|
|
2023
Q4 | $39.1K | Hold |
159
| – | – | 0.02% | 390 |
|
|
2023
Q3 | $32K | Hold |
159
| – | – | 0.02% | 408 |
|
|
2023
Q2 | $33K | Buy |
+159
| New | +$33K | 0.02% | 401 |
|
|
2022
Q4 | $27K | Hold |
128
| – | – | 0.02% | 406 |
|
|
2022
Q3 | $25K | Hold |
128
| – | – | 0.02% | 397 |
|
|
2022
Q2 | $27K | Buy |
128
+59
| +86% | +$12.4K | 0.02% | 404 |
|
|
2022
Q1 | $19K | Buy |
69
+6
| +10% | +$1.65K | 0.01% | 479 |
|
|
2021
Q4 | $16K | Buy |
+63
| New | +$16K | 0.01% | 519 |
|