Affiance Financial’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 | $421K | Hold |
1,828
| – | – | 0.09% | 74 |
|
|
2025
Q1 | $432K | Sell |
1,828
-35
| -2% | -$8.27K | 0.1% | 70 |
|
|
2024
Q4 | $425K | Hold |
1,863
| – | – | 0.1% | 72 |
|
|
2024
Q3 | $459K | Hold |
1,863
| – | – | 0.11% | 69 |
|
|
2024
Q2 | $422K | Buy |
1,863
+130
| +8% | +$29.4K | 0.11% | 70 |
|
|
2024
Q1 | $426K | Hold |
1,733
| – | – | 0.12% | 69 |
|
|
2023
Q4 | $426K | Hold |
1,733
| – | – | 0.12% | 70 |
|
|
2023
Q3 | $353K | Sell |
1,733
-7
| -0.4% | -$1.43K | 0.18% | 74 |
|
|
2023
Q2 | $356K | Buy |
1,740
+7
| +0.4% | +$1.43K | 0.17% | 82 |
|
|
2023
Q1 | $349K | Hold |
1,733
| – | – | 0.18% | 79 |
|
|
2022
Q4 | $359K | Hold |
1,733
| – | – | 0.15% | 83 |
|
|
2022
Q3 | $338K | Hold |
1,733
| – | – | 0.19% | 60 |
|
|
2022
Q2 | $370K | Hold |
1,733
| – | – | 0.2% | 65 |
|
|
2022
Q1 | $473K | Hold |
1,733
| – | – | 0.23% | 65 |
|
|
2021
Q4 | $437K | Hold |
1,733
| – | – | 0.18% | 80 |
|
|
2021
Q3 | $340K | Hold |
1,733
| – | – | 0.15% | 86 |
|
|
2021
Q2 | $381K | Hold |
1,733
| – | – | 0.16% | 82 |
|
|
2021
Q1 | $382K | Hold |
1,733
| – | – | 0.17% | 81 |
|
|
2020
Q4 | $361K | Hold |
1,733
| – | – | 0.19% | 79 |
|
|
2020
Q3 | $341K | Sell |
1,733
-14
| -0.8% | -$2.76K | 0.2% | 70 |
|
|
2020
Q2 | $295K | Hold |
1,747
| – | – | 0.16% | 75 |
|
|
2020
Q1 | $246K | Hold |
1,747
| – | – | 0.17% | 74 |
|
|
2019
Q4 | $316K | Sell |
1,747
-59
| -3% | -$10.7K | 0.17% | 72 |
|
|
2019
Q3 | $293K | Buy |
1,806
+59
| +3% | +$9.57K | 0.18% | 76 |
|
|
2019
Q2 | $295K | Hold |
1,747
| – | – | 0.18% | 77 |
|
|
2019
Q1 | $292K | Hold |
1,747
| – | – | 0.18% | 76 |
|
|
2018
Q4 | $241K | Hold |
1,747
| – | – | 0.16% | 83 |
|
|
2018
Q3 | $284K | Hold |
1,747
| – | – | 0.19% | 74 |
|
|
2018
Q2 | $248K | Hold |
1,747
| – | – | 0.19% | 81 |
|
|
2018
Q1 | $235K | Hold |
1,747
| – | – | 0.21% | 74 |
|
|
2017
Q4 | $234K | Hold |
1,747
| – | – | 0.17% | 73 |
|
|
2017
Q3 | $203K | Buy |
+1,747
| New | +$203K | 0.16% | 75 |
|
|
2015
Q1 | – | Sell |
-1,712
| Closed | -$204K | – | 89 |
|
|
2014
Q4 | $204K | Buy |
+1,712
| New | +$204K | 0.36% | 70 |
|