Alan B. Lancz & Associates’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 | $266K | Sell |
1,156
-200
| -15% | -$46K | 0.27% | 102 |
|
|
2025
Q1 | $320K | Sell |
1,356
-100
| -7% | -$23.6K | 0.34% | 81 |
|
|
2024
Q4 | $332K | Hold |
1,456
| – | – | 0.34% | 79 |
|
|
2024
Q3 | $359K | Hold |
1,456
| – | – | 0.33% | 79 |
|
|
2024
Q2 | $329K | Buy |
+1,456
| New | +$329K | 0.33% | 83 |
|
|
2023
Q4 | $358K | Hold |
1,456
| – | – | 0.38% | 79 |
|
|
2023
Q3 | $296K | Hold |
1,456
| – | – | 0.34% | 91 |
|
|
2023
Q2 | $298K | Hold |
1,456
| – | – | 0.32% | 98 |
|
|
2023
Q1 | $293K | Hold |
1,456
| – | – | 0.3% | 97 |
|
|
2022
Q4 | $310K | Hold |
1,456
| – | – | 0.31% | 96 |
|
|
2022
Q3 | $284K | Hold |
1,456
| – | – | 0.34% | 90 |
|
|
2022
Q2 | $331K | Sell |
1,456
-970
| -40% | -$221K | 0.33% | 90 |
|
|
2022
Q1 | $663K | Hold |
2,426
| – | – | 0.59% | 42 |
|
|
2021
Q4 | $611K | Buy |
+2,426
| New | +$611K | 0.53% | 52 |
|