Wealthfront’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $4.72M | Buy |
28,993
+1,278
| +5% | +$208K | 0.05% | 66 |
|
|
2018
Q2 | $3.93M | Buy |
27,715
+123
| +0.4% | +$17.4K | 0.04% | 71 |
|
|
2018
Q1 | $3.71M | Buy |
27,592
+3,835
| +16% | +$516K | 0.04% | 80 |
|
|
2017
Q4 | $3.19M | Buy |
23,757
+1,613
| +7% | +$216K | 0.04% | 81 |
|
|
2017
Q3 | $2.57M | Sell |
22,144
-2,380
| -10% | -$276K | 0.03% | 88 |
|
|
2017
Q2 | $2.67M | Buy |
24,524
+1,948
| +9% | +$212K | 0.04% | 73 |
|
|
2017
Q1 | $2.39M | Buy |
22,576
+2,023
| +10% | +$214K | 0.04% | 72 |
|
|
2016
Q4 | $2.13M | Buy |
20,553
+545
| +3% | +$56.5K | 0.05% | 71 |
|
|
2016
Q3 | $1.95M | Buy |
20,008
+3,903
| +24% | +$381K | 0.05% | 67 |
|
|
2016
Q2 | $1.41M | Buy |
16,105
+2,178
| +16% | +$190K | 0.04% | 77 |
|
|
2016
Q1 | $1.11M | Buy |
13,927
+10,152
| +269% | +$808K | 0.04% | 83 |
|
|
2015
Q4 | $295K | Sell |
3,775
-11,055
| -75% | -$864K | 0.01% | 217 |
|
|
2015
Q3 | $1.31M | Buy |
14,830
+9,111
| +159% | +$805K | 0.05% | 67 |
|
|
2015
Q2 | $545K | Sell |
5,719
-1,752
| -23% | -$167K | 0.02% | 98 |
|
|
2015
Q1 | $809K | Sell |
7,471
-1,253
| -14% | -$136K | 0.04% | 49 |
|
|
2014
Q4 | $1.04M | Buy |
8,724
+1,802
| +26% | +$215K | 0.06% | 37 |
|
|
2014
Q3 | $750K | Buy |
6,922
+1,948
| +39% | +$211K | 0.05% | 44 |
|
|
2014
Q2 | $502K | Buy |
4,974
+1,544
| +45% | +$156K | 0.04% | 41 |
|
|
2014
Q1 | $323K | Buy |
+3,430
| New | +$323K | 0.04% | 38 |
|