WealthSource Partners’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 | $618K | Buy |
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|
2023
Q3 | $491K | Sell |
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|
2023
Q2 | $530K | Sell |
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|
2023
Q1 | $884K | Buy |
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|
2022
Q4 | $900K | Buy |
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|
2022
Q3 | $812K | Buy |
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|
2022
Q2 | $811K | Sell |
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|
2022
Q1 | $1.16M | Buy |
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|
2021
Q4 | $925K | Sell |
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|
2021
Q3 | $770K | Sell |
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|
2021
Q2 | $931K | Buy |
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|
2021
Q1 | $862K | Buy |
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|
2020
Q4 | $674K | Sell |
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|
2020
Q3 | $743K | Sell |
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|
2020
Q2 | $657K | Sell |
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|
2020
Q1 | $774K | Sell |
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|
2019
Q4 | $1.25M | Sell |
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|
2019
Q3 | $1.49M | Buy |
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|
2019
Q2 | $1.32M | Buy |
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|
2019
Q1 | $601K | Buy |
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|
2018
Q4 | $478K | Sell |
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|
2018
Q3 | $581K | Sell |
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|
2018
Q2 | $551K | Buy |
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|
2018
Q1 | $413K | Buy |
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|
2017
Q4 | $391K | Sell |
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|
2017
Q3 | $359K | Sell |
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|
2017
Q2 | $338K | Buy |
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|
2017
Q1 | $304K | Buy |
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