Aft Forsyth & Sober’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 | $575K | Hold |
2,500
| – | – | 0.19% | 59 |
|
|
2025
Q1 | $591K | Sell |
2,500
-3,250
| -57% | -$768K | 0.21% | 66 |
|
|
2024
Q4 | $1.31M | Hold |
5,750
| – | – | 0.43% | 59 |
|
|
2024
Q3 | $1.42M | Hold |
5,750
| – | – | 0.47% | 62 |
|
|
2024
Q2 | $1.3M | Hold |
5,750
| – | – | 0.45% | 63 |
|
|
2024
Q1 | $1.41M | Hold |
5,750
| – | – | 0.5% | 60 |
|
|
2023
Q4 | $1.41M | Hold |
5,750
| – | – | 0.54% | 58 |
|
|
2023
Q3 | $1.17M | Hold |
5,750
| – | – | 0.49% | 58 |
|
|
2023
Q2 | $1.18M | Hold |
5,750
| – | – | 0.49% | 63 |
|
|
2023
Q1 | $1.16M | Hold |
5,750
| – | – | 0.59% | 58 |
|
|
2022
Q4 | $1.19M | Hold |
5,750
| – | – | 0.54% | 58 |
|
|
2022
Q3 | $1.12M | Hold |
5,750
| – | – | 0.54% | 55 |
|
|
2022
Q2 | $1.23M | Hold |
5,750
| – | – | 0.57% | 53 |
|
|
2022
Q1 | $1.57M | Hold |
5,750
| – | – | 0.62% | 41 |
|
|
2021
Q4 | $1.45M | Hold |
5,750
| – | – | 0.51% | 55 |
|
|
2021
Q3 | $1.13M | Buy |
5,750
+100
| +2% | +$19.6K | 0.42% | 67 |
|
|
2021
Q2 | $1.24M | Hold |
5,650
| – | – | 0.47% | 47 |
|
|
2021
Q1 | $1.25M | Buy |
5,650
+3,250
| +135% | +$716K | 0.51% | 41 |
|
|
2020
Q4 | $500K | Buy |
+2,400
| New | +$500K | 0.39% | 50 |
|