Acima Private 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 | $853K | Buy |
3,708
+3,200
| +630% | +$736K | 0.29% | 54 |
|
|
2025
Q1 | $120K | Sell |
508
-664
| -57% | -$157K | 0.04% | 129 |
|
|
2024
Q4 | $267K | Hold |
1,172
| – | – | 0.09% | 111 |
|
|
2024
Q3 | $289K | Hold |
1,172
| – | – | 0.1% | 107 |
|
|
2024
Q2 | $265K | Sell |
1,172
-261
| -18% | -$59.1K | 0.1% | 106 |
|
|
2024
Q1 | $352K | Hold |
1,433
| – | – | 0.13% | 95 |
|
|
2023
Q4 | $352K | Hold |
1,433
| – | – | 0.14% | 99 |
|
|
2023
Q3 | $292K | Hold |
1,433
| – | – | 0.13% | 110 |
|
|
2023
Q2 | $293K | Sell |
1,433
-42
| -3% | -$8.59K | 0.14% | 109 |
|
|
2023
Q1 | $297K | Hold |
1,475
| – | – | 0.15% | 103 |
|
|
2022
Q4 | $305K | Hold |
1,475
| – | – | 0.16% | 102 |
|
|
2022
Q3 | $287K | Hold |
1,475
| – | – | 0.15% | 98 |
|
|
2022
Q2 | $315K | Hold |
1,475
| – | – | 0.16% | 98 |
|
|
2022
Q1 | $403K | Hold |
1,475
| – | – | 0.19% | 99 |
|
|
2021
Q4 | $372K | Hold |
1,475
| – | – | 0.16% | 100 |
|
|
2021
Q3 | $289K | Hold |
1,475
| – | – | 0.13% | 106 |
|
|
2021
Q2 | $324K | Hold |
1,475
| – | – | 0.15% | 102 |
|
|
2021
Q1 | $325K | Hold |
1,475
| – | – | 0.16% | 98 |
|
|
2020
Q4 | $307K | Hold |
1,475
| – | – | 0.16% | 98 |
|
|
2020
Q3 | $290K | Sell |
1,475
-100
| -6% | -$19.7K | 0.17% | 94 |
|
|
2020
Q2 | $266K | Hold |
1,575
| – | – | 0.17% | 102 |
|
|
2020
Q1 | $222K | Sell |
1,575
-150
| -9% | -$21.1K | 0.17% | 102 |
|
|
2019
Q4 | $312K | Buy |
1,725
+150
| +10% | +$27.1K | 0.22% | 103 |
|
|
2019
Q3 | $255K | Hold |
1,575
| – | – | 0.19% | 109 |
|
|
2019
Q2 | $266K | Hold |
1,575
| – | – | 0.21% | 103 |
|
|
2019
Q1 | $263K | Buy |
1,575
+108
| +7% | +$18K | 0.23% | 99 |
|
|
2018
Q4 | $203K | Buy |
+1,467
| New | +$203K | 0.2% | 108 |
|