AAF 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 | $205K | Buy |
+891
| New | +$205K | 0.09% | 47 |
|
|
2024
Q1 | – | Sell |
-1,194
| Closed | -$293K | – | 49 |
|
|
2023
Q4 | $293K | Sell |
1,194
-9
| -0.7% | -$2.21K | 0.17% | 32 |
|
|
2023
Q3 | $245K | Buy |
+1,203
| New | +$245K | 0.16% | 32 |
|
|
2023
Q1 | – | Sell |
-2,280
| Closed | -$472K | – | 45 |
|
|
2022
Q4 | $472K | Buy |
2,280
+1,108
| +95% | +$229K | 0.33% | 21 |
|
|
2022
Q3 | $228K | Hold |
1,172
| – | – | 0.18% | 33 |
|
|
2022
Q2 | $250K | Sell |
1,172
-38
| -3% | -$8.11K | 0.19% | 30 |
|
|
2022
Q1 | $331K | Buy |
1,210
+18
| +2% | +$4.92K | 0.22% | 24 |
|
|
2021
Q4 | $300K | Buy |
+1,192
| New | +$300K | 0.22% | 21 |
|