Accurate 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 | $271K | Sell |
1,145
-62
| -5% | -$14.7K | 0.04% | 371 |
|
|
2025
Q1 | $264K | Sell |
1,207
-292
| -19% | -$63.9K | 0.05% | 317 |
|
|
2024
Q4 | $340K | Sell |
1,499
-157
| -9% | -$35.6K | 0.07% | 273 |
|
|
2024
Q3 | $407K | Buy |
1,656
+195
| +13% | +$47.9K | 0.08% | 235 |
|
|
2024
Q2 | $343K | Buy |
1,461
+182
| +14% | +$42.7K | 0.08% | 219 |
|
|
2024
Q1 | $297K | Sell |
1,279
-473
| -27% | -$110K | 0.09% | 216 |
|
|
2023
Q4 | $414K | Sell |
1,752
-337
| -16% | -$79.7K | 0.13% | 160 |
|
|
2023
Q3 | $441K | Sell |
2,089
-10,031
| -83% | -$2.12M | 0.14% | 148 |
|
|
2023
Q2 | $2.56M | Buy |
12,120
+3,534
| +41% | +$746K | 0.8% | 30 |
|
|
2023
Q1 | $1.7M | Buy |
8,586
+1,103
| +15% | +$219K | 0.59% | 42 |
|
|
2022
Q4 | $1.59M | Sell |
7,483
-6,607
| -47% | -$1.4M | 0.58% | 37 |
|
|
2022
Q3 | $2.8M | Buy |
14,090
+6,399
| +83% | +$1.27M | 1.17% | 21 |
|
|
2022
Q2 | $1.64M | Buy |
+7,691
| New | +$1.64M | 0.89% | 23 |
|