Wealthstreet Investment Advisors’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | -$1.21M | 0.06% | 78 |
|
|
2021
Q1 | $1.18M | Sell |
5,338
-2,000
| -27% | -$441K | 0.11% | 154 |
|
|
2020
Q4 | $1.53M | Hold |
7,338
| – | – | 0.15% | 133 |
|
|
2020
Q3 | $1.44M | Buy |
7,338
+175
| +2% | +$34.4K | 0.16% | 124 |
|
|
2020
Q2 | $1.21M | Hold |
7,163
| – | – | 0.15% | 130 |
|
|
2020
Q1 | $1.01M | Sell |
7,163
-43
| -0.6% | -$6.06K | 0.15% | 126 |
|
|
2019
Q4 | $1.3M | Buy |
7,206
+48
| +0.7% | +$8.68K | 0.15% | 130 |
|
|
2019
Q3 | $1.22M | Sell |
7,158
-7
| -0.1% | -$1.19K | 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% | +$64K | 0.16% | 126 |
|
|
2018
Q3 | $1.1M | Hold |
6,765
| – | – | 0.14% | 143 |
|
|
2018
Q2 | $958K | Sell |
6,765
-150
| -2% | -$21.2K | 0.13% | 155 |
|
|
2018
Q1 | $930K | Buy |
6,915
+31
| +0.5% | +$4.17K | 0.12% | 161 |
|
|
2017
Q4 | $923K | Buy |
+6,884
| New | +$923K | 0.11% | 163 |
|