YorkBridge Wealth Partners’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.44M | Buy |
6,975
+92
| +1% | +$19.1K | 0.37% | 69 |
|
|
2022
Q3 | $1.34M | Buy |
6,883
+222
| +3% | +$43.3K | 0.35% | 67 |
|
|
2022
Q2 | $1.42M | Buy |
6,661
+416
| +7% | +$88.7K | 0.37% | 64 |
|
|
2022
Q1 | $1.71M | Sell |
6,245
-120
| -2% | -$32.8K | 0.37% | 61 |
|
|
2021
Q4 | $1.6M | Sell |
6,365
-100
| -2% | -$25.2K | 0.36% | 64 |
|
|
2021
Q3 | $1.27M | Buy |
6,465
+571
| +10% | +$112K | 0.32% | 73 |
|
|
2021
Q2 | $1.3M | Buy |
5,894
+223
| +4% | +$49K | 0.34% | 69 |
|
|
2021
Q1 | $1.25M | Buy |
5,671
+466
| +9% | +$103K | 0.37% | 64 |
|
|
2020
Q4 | $1.08M | Buy |
5,205
+259
| +5% | +$53.9K | 0.36% | 63 |
|
|
2020
Q3 | $974K | Sell |
4,946
-58
| -1% | -$11.4K | 0.41% | 62 |
|
|
2020
Q2 | $846K | Sell |
5,004
-50
| -1% | -$8.45K | 0.39% | 65 |
|
|
2020
Q1 | $713K | Buy |
5,054
+71
| +1% | +$10K | 0.44% | 65 |
|
|
2019
Q4 | $901K | Buy |
4,983
+333
| +7% | +$60.2K | 0.41% | 69 |
|
|
2019
Q3 | $753K | Buy |
4,650
+2,036
| +78% | +$330K | 0.38% | 70 |
|
|
2019
Q2 | $442K | Buy |
2,614
+60
| +2% | +$10.1K | 0.2% | 106 |
|
|
2019
Q1 | $427K | Sell |
2,554
-88
| -3% | -$14.7K | 0.2% | 108 |
|
|
2018
Q4 | $365K | Sell |
2,642
-2
| -0.1% | -$276 | 0.19% | 113 |
|
|
2018
Q3 | $434K | Sell |
2,644
-12
| -0.5% | -$1.97K | 0.2% | 111 |
|
|
2018
Q2 | $376K | Buy |
2,656
+65
| +3% | +$9.2K | 0.16% | 122 |
|
|
2018
Q1 | $348K | Buy |
2,591
+144
| +6% | +$19.3K | 0.16% | 127 |
|
|
2017
Q4 | $304K | Buy |
2,447
+357
| +17% | +$44.4K | 0.15% | 137 |
|
|
2017
Q3 | $242K | Sell |
2,090
-241
| -10% | -$27.9K | 0.13% | 156 |
|
|
2017
Q2 | $257K | Sell |
2,331
-135
| -5% | -$14.9K | 0.14% | 145 |
|
|
2017
Q1 | $274K | Buy |
2,466
+745
| +43% | +$82.8K | 0.14% | 138 |
|
|
2016
Q4 | $176K | Buy |
+1,721
| New | +$176K | 0.1% | 166 |
|