AAFMAA Wealth Management & Trust’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 | $1.54M | Sell |
6,711
-1,270
| -16% | -$292K | 0.64% | 44 |
|
|
2025
Q1 | $1.89M | Sell |
7,981
-2,378
| -23% | -$562K | 0.86% | 36 |
|
|
2024
Q4 | $2.36M | Buy |
10,359
+683
| +7% | +$156K | 1.04% | 25 |
|
|
2024
Q3 | $2.38M | Buy |
9,676
+79
| +0.8% | +$19.5K | 1.05% | 25 |
|
|
2024
Q2 | $2.17M | Buy |
9,597
+831
| +9% | +$188K | 1.07% | 28 |
|
|
2024
Q1 | $2.16M | Buy |
8,766
+141
| +2% | +$34.7K | 1.18% | 26 |
|
|
2023
Q4 | $2.12M | Sell |
8,625
-1,568
| -15% | -$385K | 1.2% | 30 |
|
|
2023
Q3 | $2.08M | Sell |
10,193
-4,049
| -28% | -$824K | 1.93% | 22 |
|
|
2023
Q2 | $2.91M | Buy |
14,242
+1,101
| +8% | +$225K | 2.41% | 17 |
|
|
2023
Q1 | $2.64M | Buy |
13,141
+245
| +2% | +$49.3K | 2.12% | 22 |
|
|
2022
Q4 | $2.67M | Sell |
12,896
-1,274
| -9% | -$264K | 2.41% | 19 |
|
|
2022
Q3 | $2.76M | Sell |
14,170
-2,787
| -16% | -$543K | 2.03% | 21 |
|
|
2022
Q2 | $3.62M | Sell |
16,957
-3,846
| -18% | -$820K | 2.44% | 17 |
|
|
2022
Q1 | $5.68M | Sell |
20,803
-10,757
| -34% | -$2.94M | 2.62% | 13 |
|
|
2021
Q4 | $7.95M | Sell |
31,560
-7,040
| -18% | -$1.77M | 3.46% | 7 |
|
|
2021
Q3 | $7.57M | Buy |
38,600
+19,136
| +98% | +$3.75M | 3.59% | 5 |
|
|
2021
Q2 | $4.28M | Sell |
19,464
-20,003
| -51% | -$4.4M | 1.96% | 18 |
|
|
2021
Q1 | $8.7M | Buy |
39,467
+30,605
| +345% | +$6.74M | 4.18% | 1 |
|
|
2020
Q4 | $1.85M | Buy |
+8,862
| New | +$1.85M | 0.89% | 42 |
|