1776 Wealth’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $539K | Sell |
2,343
-120
| -5% | -$27.6K | 0.22% | 84 |
|
|
2025
Q1 | $582K | Sell |
2,463
-55
| -2% | -$13K | 0.27% | 70 |
|
|
2024
Q4 | $574K | Sell |
2,518
-29
| -1% | -$6.61K | 0.26% | 73 |
|
|
2024
Q3 | $628K | Sell |
2,547
-136
| -5% | -$33.5K | 0.28% | 68 |
|
|
2024
Q2 | $607K | Sell |
2,683
-114
| -4% | -$25.8K | 0.27% | 73 |
|
|
2024
Q1 | $688K | Sell |
2,797
-14
| -0.5% | -$3.44K | 0.33% | 55 |
|
|
2023
Q4 | $690K | Hold |
2,811
| – | – | 0.34% | 51 |
|
|
2023
Q3 | $572K | Hold |
2,811
| – | – | 0.3% | 56 |
|
|
2023
Q2 | $575K | Buy |
2,811
+142
| +5% | +$29.1K | 0.3% | 59 |
|
|
2023
Q1 | $537K | Buy |
2,669
+34
| +1% | +$6.84K | 0.32% | 56 |
|
|
2022
Q4 | $546K | Buy |
2,635
+222
| +9% | +$46K | 0.39% | 53 |
|
|
2022
Q3 | $470K | Hold |
2,413
| – | – | 0.36% | 52 |
|
|
2022
Q2 | $515K | Hold |
2,413
| – | – | 0.36% | 53 |
|
|
2022
Q1 | $659K | Buy |
2,413
+8
| +0.3% | +$2.19K | 0.38% | 44 |
|
|
2021
Q4 | $606K | Buy |
+2,405
| New | +$606K | 0.33% | 58 |
|
|
2020
Q3 | – | Sell |
-420
| Closed | -$71K | – | 293 |
|
|
2020
Q2 | $71K | Sell |
420
-287
| -41% | -$48.5K | 0.05% | 170 |
|
|
2020
Q1 | $112K | Buy |
707
+390
| +123% | +$61.8K | 0.05% | 175 |
|
|
2019
Q4 | $57K | Buy |
+317
| New | +$57K | 0.05% | 174 |
|