AFT Forsyth & Company’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $410K | Sell |
|
|||||
|
2025
Q2 | $422K | Sell |
|
|||||
|
2025
Q1 | $447K | Hold |
|
|||||
|
2024
Q4 | $432K | Hold |
|
|||||
|
2024
Q3 | $467K | Sell |
|
|||||
|
2024
Q2 | $435K | Sell |
|
|||||
|
2024
Q1 | $481K | Hold |
|
|||||
|
2023
Q4 | $480K | Sell |
|
|||||
|
2023
Q3 | $411K | Hold |
|
|||||
|
2023
Q2 | $413K | Buy |
|
|||||
|
2023
Q1 | $401K | Hold |
|
|||||
|
2022
Q4 | $413K | Sell |
|
|||||
|
2022
Q3 | $427K | Hold |
|
|||||
|
2022
Q2 | $468K | Hold |
|
|||||
|
2022
Q1 | $599K | Hold |
|
|||||
|
2021
Q4 | $553K | Buy |
|
|||||
|
2021
Q3 | $427K | Hold |
|
|||||
|
2021
Q2 | $479K | Hold |
|
|||||
|
2021
Q1 | $480K | Hold |
|
|||||
|
2020
Q4 | $454K | Hold |
|
|||||
|
2020
Q3 | $429K | Sell |
|
|||||
|
2020
Q2 | $428K | Sell |
|
|||||
|
2020
Q1 | $415K | Sell |
|
|||||
|
2019
Q4 | $694K | Sell |
|
|||||
|
2019
Q3 | $632K | Hold |
|
|||||
|
2019
Q2 | $660K | Sell |
|
|||||
|
2019
Q1 | $685K | Hold |
|
|||||
|
2018
Q4 | $566K | Hold |
|
|||||
|
2018
Q3 | $667K | Hold |
|
|||||
|
2018
Q2 | $580K | Hold |
|
|||||
|
2018
Q1 | $550K | Hold |
|
|||||
|
2017
Q4 | $549K | Buy |
|
|||||
|
2013
Q3 | $344K | Hold |
|
|||||
|
2013
Q2 | $342K | Buy |
|