1900 Wealth Management’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 | $482K | Sell |
2,096
-142
| -6% | -$32.7K | 0.04% | 150 |
|
|
2025
Q1 | $529K | Buy |
2,238
+154
| +7% | +$36.4K | 0.04% | 132 |
|
|
2024
Q4 | $475K | Buy |
2,084
+1
| +0% | +$228 | 0.04% | 151 |
|
|
2024
Q3 | $514K | Sell |
2,083
-5
| -0.2% | -$1.23K | 0.04% | 144 |
|
|
2024
Q2 | $473K | Hold |
2,088
| – | – | 0.04% | 152 |
|
|
2024
Q1 | $514K | Sell |
2,088
-497
| -19% | -$122K | 0.05% | 153 |
|
|
2023
Q4 | $635K | Buy |
2,585
+165
| +7% | +$40.5K | 0.06% | 176 |
|
|
2023
Q3 | $493K | Sell |
2,420
-119
| -5% | -$24.2K | 0.05% | 191 |
|
|
2023
Q2 | $520K | Buy |
2,539
+142
| +6% | +$29.1K | 0.05% | 155 |
|
|
2023
Q1 | $496K | Hold |
2,397
| – | – | 0.05% | 161 |
|
|
2022
Q4 | $496K | Buy |
2,397
+11
| +0.5% | +$2.28K | 0.05% | 157 |
|
|
2022
Q3 | $465K | Sell |
2,386
-9
| -0.4% | -$1.75K | 0.05% | 153 |
|
|
2022
Q2 | $511K | Sell |
2,395
-180
| -7% | -$38.4K | 0.06% | 151 |
|
|
2022
Q1 | $704K | Buy |
2,575
+50
| +2% | +$13.7K | 0.07% | 140 |
|
|
2021
Q4 | $636K | Buy |
2,525
+730
| +41% | +$184K | 0.06% | 158 |
|
|
2021
Q3 | $352K | Hold |
1,795
| – | – | 0.03% | 180 |
|
|
2021
Q2 | $395K | Hold |
1,795
| – | – | 0.04% | 167 |
|
|
2021
Q1 | $396 | Sell |
1,795
-691
| -28% | -$152 | 0.03% | 136 |
|
|
2020
Q4 | $517K | Buy |
+2,486
| New | +$517K | 0.06% | 105 |
|