Wealthspire Advisors (Maryland)’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.73M | Sell |
8,810
-2,831
| -24% | -$557K | 0.06% | 142 |
|
|
2020
Q2 | $1.97M | Sell |
11,641
-1,288
| -10% | -$218K | 0.14% | 95 |
|
|
2020
Q1 | $1.82M | Sell |
12,929
-170
| -1% | -$24K | 0.16% | 90 |
|
|
2019
Q4 | $2.37M | Sell |
13,099
-652
| -5% | -$118K | 0.16% | 88 |
|
|
2019
Q3 | $2.23M | Sell |
13,751
-1,152
| -8% | -$187K | 0.16% | 88 |
|
|
2019
Q2 | $2.52M | Sell |
14,903
-712
| -5% | -$120K | 0.19% | 79 |
|
|
2019
Q1 | $2.61M | Sell |
15,615
-95
| -0.6% | -$15.9K | 0.2% | 77 |
|
|
2018
Q4 | $2.17M | Buy |
15,710
+251
| +2% | +$34.7K | 0.19% | 74 |
|
|
2018
Q3 | $2.52M | Buy |
15,459
+55
| +0.4% | +$8.96K | 0.21% | 68 |
|
|
2018
Q2 | $2.18M | Sell |
15,404
-120
| -0.8% | -$17K | 0.2% | 71 |
|
|
2018
Q1 | $2.09M | Sell |
15,524
-364
| -2% | -$48.9K | 0.2% | 77 |
|
|
2017
Q4 | $2.13M | Buy |
15,888
+1,455
| +10% | +$195K | 0.21% | 77 |
|
|
2017
Q3 | $1.67M | Buy |
14,433
+547
| +4% | +$63.4K | 0.18% | 86 |
|
|
2017
Q2 | $1.51M | Buy |
13,886
+307
| +2% | +$33.4K | 0.18% | 89 |
|
|
2017
Q1 | $1.44M | Buy |
13,579
+1,549
| +13% | +$164K | 0.2% | 76 |
|
|
2016
Q4 | $1.25M | Buy |
12,030
+3,513
| +41% | +$364K | 0.19% | 85 |
|
|
2016
Q3 | $831K | Buy |
8,517
+6
| +0.1% | +$585 | 0.13% | 115 |
|
|
2016
Q2 | $743K | Buy |
8,511
+1,009
| +13% | +$88.1K | 0.12% | 125 |
|
|
2016
Q1 | $597K | Sell |
7,502
-70
| -0.9% | -$5.57K | 0.11% | 135 |
|
|
2015
Q4 | $592K | Buy |
+7,572
| New | +$592K | 0.11% | 132 |
|