Vista Capital Partners’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,220
| Closed | -$250K | – | 89 |
|
|
2023
Q2 | $250K | Sell |
1,220
-231
| -16% | -$47.3K | 0.03% | 80 |
|
|
2023
Q1 | $292K | Buy |
1,451
+260
| +22% | +$52.3K | 0.04% | 68 |
|
|
2022
Q4 | $247K | Buy |
+1,191
| New | +$247K | 0.04% | 71 |
|
|
2022
Q3 | – | Sell |
-1,000
| Closed | -$213K | – | 83 |
|
|
2022
Q2 | $213K | Sell |
1,000
-89
| -8% | -$19K | 0.03% | 77 |
|
|
2022
Q1 | $298K | Hold |
1,089
| – | – | 0.04% | 65 |
|
|
2021
Q4 | $274K | Sell |
1,089
-61
| -5% | -$15.3K | 0.03% | 76 |
|
|
2021
Q3 | $225K | Buy |
1,150
+168
| +17% | +$32.9K | 0.03% | 69 |
|
|
2021
Q2 | $216K | Sell |
982
-57
| -5% | -$12.5K | 0.03% | 67 |
|
|
2021
Q1 | $229K | Sell |
1,039
-215
| -17% | -$47.4K | 0.04% | 59 |
|
|
2020
Q4 | $261K | Sell |
1,254
-94
| -7% | -$19.6K | 0.04% | 56 |
|
|
2020
Q3 | $265K | Buy |
1,348
+44
| +3% | +$8.65K | 0.05% | 55 |
|
|
2020
Q2 | $220K | Buy |
+1,304
| New | +$220K | 0.04% | 58 |
|
|
2020
Q1 | – | Sell |
-1,273
| Closed | -$230K | – | 62 |
|
|
2019
Q4 | $230K | Hold |
1,273
| – | – | 0.04% | 58 |
|
|
2019
Q3 | $206K | Buy |
+1,273
| New | +$206K | 0.04% | 62 |
|