WR Wealth Planners’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $29.6K | Sell |
130
-37
| -22% | -$8.44K | 0.01% | 393 |
|
|
2024
Q3 | $41.2K | Sell |
167
-71
| -30% | -$17.5K | 0.01% | 361 |
|
|
2024
Q2 | $53.9K | Sell |
238
-286
| -55% | -$64.7K | 0.02% | 321 |
|
|
2024
Q1 | $129K | Buy |
+524
| New | +$129K | 0.04% | 227 |
|
|
2023
Q4 | – | Sell |
-360
| Closed | -$73.3K | – | 820 |
|
|
2023
Q3 | $73.3K | Sell |
360
-6
| -2% | -$1.22K | 0.03% | 277 |
|
|
2023
Q2 | $74.9K | Buy |
366
+59
| +19% | +$12.1K | 0.03% | 273 |
|
|
2023
Q1 | $61.8K | Buy |
+307
| New | +$61.8K | 0.03% | 292 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 545 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 519 |
|