AR
Advisory Research’s Union Pacific UNP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.42M | Sell |
6,185
-145
| -2% | -$33.4K | 0.22% | 89 |
|
2025
Q1 | $1.5M | Sell |
6,330
-320
| -5% | -$75.6K | 0.26% | 75 |
|
2024
Q4 | $1.52M | Buy |
6,650
+104
| +2% | +$23.7K | 0.25% | 84 |
|
2024
Q3 | $1.61M | Buy |
6,546
+494
| +8% | +$122K | 0.29% | 81 |
|
2024
Q2 | $1.37M | Sell |
6,052
-93
| -2% | -$21K | 0.26% | 89 |
|
2024
Q1 | $1.51M | Sell |
6,145
-20
| -0.3% | -$4.92K | 0.3% | 80 |
|
2023
Q4 | $1.51M | Sell |
6,165
-925
| -13% | -$227K | 0.23% | 112 |
|
2023
Q3 | $1.44M | Sell |
7,090
-231
| -3% | -$47K | 0.2% | 142 |
|
2023
Q2 | $1.5M | Sell |
7,321
-544
| -7% | -$111K | 0.19% | 151 |
|
2023
Q1 | $1.58M | Buy |
7,865
+967
| +14% | +$195K | 0.26% | 97 |
|
2022
Q4 | $1.43M | Buy |
6,898
+926
| +16% | +$192K | 0.13% | 116 |
|
2022
Q3 | $1.16M | Sell |
5,972
-32
| -0.5% | -$6.23K | 0.11% | 138 |
|
2022
Q2 | $1.28M | Hold |
6,004
| – | – | 0.13% | 125 |
|
2022
Q1 | $1.64M | Sell |
6,004
-1,735
| -22% | -$474K | 0.13% | 123 |
|
2021
Q4 | $1.95M | Buy |
7,739
+419
| +6% | +$106K | 0.15% | 122 |
|
2021
Q3 | $1.43M | Sell |
7,320
-38
| -0.5% | -$7.44K | 0.09% | 160 |
|
2021
Q2 | $1.62M | Sell |
7,358
-87
| -1% | -$19.1K | 0.11% | 164 |
|
2021
Q1 | $1.64M | Buy |
7,445
+98
| +1% | +$21.6K | 0.12% | 146 |
|
2020
Q4 | $1.53M | Hold |
7,347
| – | – | 0.11% | 148 |
|
2020
Q3 | $1.45M | Sell |
7,347
-2,076
| -22% | -$409K | 0.14% | 133 |
|
2020
Q2 | $1.59M | Sell |
9,423
-3,805
| -29% | -$643K | 0.14% | 126 |
|
2020
Q1 | $1.87M | Sell |
13,228
-1,776
| -12% | -$251K | 0.13% | 91 |
|
2019
Q4 | $2.71M | Sell |
15,004
-325
| -2% | -$58.8K | 0.12% | 100 |
|
2019
Q3 | $2.48M | Sell |
15,329
-51
| -0.3% | -$8.26K | 0.12% | 111 |
|
2019
Q2 | $2.6M | Sell |
15,380
-235
| -2% | -$39.7K | 0.05% | 166 |
|
2019
Q1 | $2.61M | Sell |
15,615
-596
| -4% | -$99.7K | 0.05% | 157 |
|
2018
Q4 | $2.24M | Sell |
16,211
-93
| -0.6% | -$12.9K | 0.05% | 177 |
|
2018
Q3 | $2.66M | Sell |
16,304
-321
| -2% | -$52.3K | 0.04% | 178 |
|
2018
Q2 | $2.36M | Buy |
16,625
+321
| +2% | +$45.5K | 0.04% | 197 |
|
2018
Q1 | $2.19M | Sell |
16,304
-1,644
| -9% | -$221K | 0.04% | 205 |
|
2017
Q4 | $2.41M | Sell |
17,948
-27
| -0.2% | -$3.62K | 0.04% | 203 |
|
2017
Q3 | $2.09M | Sell |
17,975
-3,535
| -16% | -$410K | 0.03% | 214 |
|
2017
Q2 | $2.34M | Sell |
21,510
-4,822
| -18% | -$525K | 0.04% | 199 |
|
2017
Q1 | $2.79M | Sell |
26,332
-8,587
| -25% | -$910K | 0.04% | 212 |
|
2016
Q4 | $3.62M | Sell |
34,919
-5,302
| -13% | -$550K | 0.05% | 157 |
|
2016
Q3 | $3.92M | Sell |
40,221
-1,117
| -3% | -$109K | 0.06% | 122 |
|
2016
Q2 | $3.61M | Sell |
41,338
-35,386
| -46% | -$3.09M | 0.06% | 127 |
|
2016
Q1 | $6.1M | Sell |
76,724
-123,363
| -62% | -$9.81M | 0.12% | 118 |
|
2015
Q4 | $15.6M | Sell |
200,087
-18,347
| -8% | -$1.43M | 0.24% | 108 |
|
2015
Q3 | $19.3M | Buy |
218,434
+7,593
| +4% | +$671K | 0.27% | 97 |
|
2015
Q2 | $20.1M | Buy |
210,841
+24,803
| +13% | +$2.37M | 0.23% | 113 |
|
2015
Q1 | $20.2M | Sell |
186,038
-31,928
| -15% | -$3.46M | 0.22% | 105 |
|
2014
Q4 | $26M | Sell |
217,966
-109,037
| -33% | -$13M | 0.27% | 92 |
|
2014
Q3 | $35.5M | Sell |
327,003
-16,250
| -5% | -$1.76M | 0.34% | 74 |
|
2014
Q2 | $34.2M | Buy |
343,253
+163,691
| +91% | +$16.3M | 0.32% | 80 |
|
2014
Q1 | $33.7M | Buy |
179,562
+7,806
| +5% | +$1.46M | 0.35% | 71 |
|
2013
Q4 | $28.9M | Buy |
171,756
+14,570
| +9% | +$2.45M | 0.3% | 84 |
|
2013
Q3 | $24.4M | Buy |
157,186
+111
| +0.1% | +$17.2K | 0.26% | 96 |
|
2013
Q2 | $24.2M | Buy |
+157,075
| New | +$24.2M | 0.27% | 97 |
|