AE 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 | $6.08M | Buy |
26,429
+1,180
| +5% | +$271K | 0.04% | 329 |
|
|
2025
Q1 | $5.97M | Buy |
25,249
+596
| +2% | +$141K | 0.05% | 313 |
|
|
2024
Q4 | $5.62M | Buy |
24,653
+373
| +2% | +$85.1K | 0.05% | 324 |
|
|
2024
Q3 | $5.98M | Sell |
24,280
-72,360
| -75% | -$17.8M | 0.05% | 301 |
|
|
2024
Q2 | $21.9M | Buy |
96,640
+34,993
| +57% | +$7.92M | 0.22% | 111 |
|
|
2024
Q1 | $15.2M | Sell |
61,647
-25,431
| -29% | -$6.25M | 0.17% | 162 |
|
|
2023
Q4 | $20.9M | Buy |
87,078
+10,941
| +14% | +$2.63M | 0.11% | 215 |
|
|
2023
Q3 | $15.5M | Buy |
76,137
+18,292
| +32% | +$3.72M | 0.09% | 251 |
|
|
2023
Q2 | $11.8M | Sell |
57,845
-29,470
| -34% | -$6.03M | 0.07% | 338 |
|
|
2023
Q1 | $17.6M | Buy |
87,315
+10,812
| +14% | +$2.18M | 0.11% | 219 |
|
|
2022
Q4 | $15.8M | Buy |
76,503
+37
| +0% | +$7.66K | 0.11% | 208 |
|
|
2022
Q3 | $14.9M | Buy |
76,466
+8,715
| +13% | +$1.7M | 0.12% | 184 |
|
|
2022
Q2 | $14.5M | Sell |
67,751
-2,691
| -4% | -$574K | 0.12% | 194 |
|
|
2022
Q1 | $19.2M | Buy |
70,442
+5,318
| +8% | +$1.45M | 0.13% | 166 |
|
|
2021
Q4 | $16.4M | Buy |
65,124
+424
| +0.7% | +$107K | 0.11% | 185 |
|
|
2021
Q3 | $12.7M | Buy |
64,700
+4,980
| +8% | +$976K | 0.1% | 203 |
|
|
2021
Q2 | $13.1M | Buy |
59,720
+7,672
| +15% | +$1.69M | 0.11% | 177 |
|
|
2021
Q1 | $11.5M | Buy |
52,048
+7,737
| +17% | +$1.71M | 0.12% | 180 |
|
|
2020
Q4 | $9.23M | Buy |
44,311
+3,290
| +8% | +$685K | 0.1% | 194 |
|
|
2020
Q3 | $8.08M | Buy |
41,021
+9,254
| +29% | +$1.82M | 0.12% | 165 |
|
|
2020
Q2 | $5.37M | Buy |
31,767
+6,305
| +25% | +$1.07M | 0.08% | 212 |
|
|
2020
Q1 | $3.59M | Sell |
25,462
-2,904
| -10% | -$410K | 0.08% | 215 |
|
|
2019
Q4 | $5.13M | Buy |
28,366
+4,772
| +20% | +$863K | 0.11% | 174 |
|
|
2019
Q3 | $3.82M | Buy |
23,594
+3,967
| +20% | +$643K | 0.11% | 177 |
|
|
2019
Q2 | $3.32M | Buy |
19,627
+5,992
| +44% | +$1.01M | 0.1% | 169 |
|
|
2019
Q1 | $2.28M | Buy |
13,635
+1,255
| +10% | +$210K | 0.16% | 128 |
|
|
2018
Q4 | $1.71M | Buy |
12,380
+734
| +6% | +$101K | 0.29% | 88 |
|
|
2018
Q3 | $1.9M | Buy |
11,646
+1,832
| +19% | +$298K | 0.1% | 142 |
|
|
2018
Q2 | $1.39M | Buy |
9,814
+801
| +9% | +$113K | 0.09% | 126 |
|
|
2018
Q1 | $1.21M | Buy |
9,013
+387
| +4% | +$52K | 0.09% | 137 |
|
|
2017
Q4 | $1.16M | Buy |
8,626
+4,223
| +96% | +$566K | 0.1% | 138 |
|
|
2017
Q3 | $511K | Buy |
4,403
+739
| +20% | +$85.8K | 0.05% | 231 |
|
|
2017
Q2 | $399K | Buy |
+3,664
| New | +$399K | 0.05% | 261 |
|