Wealthstreet Investment Advisors’s Union Pacific UNP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$13K	Hold	48	–	–	0.35%	50
2021 Q4	$12K	Hold	48	–	–	0.3%	53
2021 Q3	$9K	Hold	48	–	–	0.25%	57
2021 Q2	$11K	Sell	48 -5,290	-99%	-$1.18M	0.06%	78
2021 Q1	$1.18M	Sell	5,338 -2,000	-27%	-$420K	0.11%	154
2020 Q4	$1.53M	Hold	7,338	–	–	0.15%	133
2020 Q3	$1.44M	Buy	7,338 +175	+2%	+$32.5K	0.16%	124
2020 Q2	$1.21M	Hold	7,163	–	–	0.15%	130
2020 Q1	$1.01M	Sell	7,163 -43	-0.6%	-$7.11K	0.15%	126
2019 Q4	$1.3M	Buy	7,206 +48	+0.7%	+$8.22K	0.15%	130
2019 Q3	$1.22M	Sell	7,158 -7	-0.1%	-$1.18K	0.16%	120
2019 Q2	$1.21M	Hold	7,165	–	–	0.16%	128
2019 Q1	$1.2M	Hold	7,165	–	–	0.16%	127
2018 Q4	$1.15M	Buy	7,165 +400	+6%	+$59.3K	0.16%	126
2018 Q3	$1.1M	Hold	6,765	–	–	0.14%	143
2018 Q2	$958K	Sell	6,765 -150	-2%	-$20.9K	0.13%	155
2018 Q1	$930K	Buy	6,915 +31	+0.5%	+$4.17K	0.12%	161
2017 Q4	$923K	Buy	+6,884	New	+$830K	0.11%	163