Alaethes Wealth’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 | $1.72M | Buy |
7,466
+332
| +5% | +$76.4K | 0.51% | 66 |
|
|
2025
Q1 | $1.69M | Buy |
7,134
+264
| +4% | +$62.4K | 0.62% | 57 |
|
|
2024
Q4 | $1.57M | Buy |
6,870
+99
| +1% | +$22.6K | 0.56% | 64 |
|
|
2024
Q3 | $1.67M | Buy |
6,771
+381
| +6% | +$93.9K | 0.62% | 61 |
|
|
2024
Q2 | $1.45M | Buy |
6,390
+178
| +3% | +$40.3K | 0.6% | 64 |
|
|
2024
Q1 | $1.53M | Sell |
6,212
-117
| -2% | -$28.8K | 0.67% | 60 |
|
|
2023
Q4 | $1.55M | Buy |
6,329
+86
| +1% | +$21.1K | 0.74% | 50 |
|
|
2023
Q3 | $1.27M | Buy |
6,243
+312
| +5% | +$63.5K | 0.7% | 60 |
|
|
2023
Q2 | $1.21M | Buy |
5,931
+174
| +3% | +$35.6K | 0.67% | 59 |
|
|
2023
Q1 | $1.16M | Buy |
5,757
+398
| +7% | +$80.1K | 0.68% | 62 |
|
|
2022
Q4 | $1.11M | Buy |
5,359
+252
| +5% | +$52.2K | 0.76% | 59 |
|
|
2022
Q3 | $995K | Buy |
5,107
+211
| +4% | +$41.1K | 0.73% | 58 |
|
|
2022
Q2 | $1.04M | Buy |
4,896
+162
| +3% | +$34.5K | 0.77% | 53 |
|
|
2022
Q1 | $1.29M | Sell |
4,734
-13
| -0.3% | -$3.55K | 0.82% | 43 |
|
|
2021
Q4 | $1.2M | Buy |
4,747
+88
| +2% | +$22.2K | 0.75% | 52 |
|
|
2021
Q3 | $913K | Buy |
4,659
+479
| +11% | +$93.9K | 0.66% | 61 |
|
|
2021
Q2 | $919K | Buy |
4,180
+496
| +13% | +$109K | 0.71% | 58 |
|
|
2021
Q1 | $812K | Buy |
+3,684
| New | +$812K | 0.75% | 54 |
|