Aldebaran 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 | $630K | Hold |
2,740
| – | – | 0.7% | 35 |
|
|
2025
Q1 | $647K | Sell |
2,740
-100
| -4% | -$23.6K | 0.79% | 34 |
|
|
2024
Q4 | $647K | Buy |
2,840
+139
| +5% | +$31.7K | 0.76% | 36 |
|
|
2024
Q3 | $666K | Hold |
2,701
| – | – | 0.78% | 36 |
|
|
2024
Q2 | $611K | Sell |
2,701
-175
| -6% | -$39.6K | 0.8% | 33 |
|
|
2024
Q1 | $707K | Sell |
2,876
-25
| -0.9% | -$6.15K | 1% | 27 |
|
|
2023
Q4 | $712K | Hold |
2,901
| – | – | 1.05% | 27 |
|
|
2023
Q3 | $591K | Sell |
2,901
-400
| -12% | -$81.4K | 0.92% | 33 |
|
|
2023
Q2 | $675K | Sell |
3,301
-49
| -1% | -$10K | 0.92% | 31 |
|
|
2023
Q1 | $674K | Sell |
3,350
-751
| -18% | -$151K | 0.87% | 37 |
|
|
2022
Q4 | $849K | Sell |
4,101
-25
| -0.6% | -$5.18K | 0.91% | 34 |
|
|
2022
Q3 | $814K | Sell |
4,126
-66
| -2% | -$13K | 0.89% | 37 |
|
|
2022
Q2 | $894K | Sell |
4,192
-1,000
| -19% | -$213K | 0.95% | 36 |
|
|
2022
Q1 | $1.42M | Hold |
5,192
| – | – | 1.1% | 27 |
|
|
2021
Q4 | $1.31M | Hold |
5,192
| – | – | 0.97% | 30 |
|
|
2021
Q3 | $1.02M | Hold |
5,192
| – | – | 0.82% | 37 |
|
|
2021
Q2 | $1.16M | Sell |
5,192
-500
| -9% | -$112K | 0.95% | 35 |
|
|
2021
Q1 | $1.25M | Sell |
5,692
-120
| -2% | -$26.4K | 1.11% | 30 |
|
|
2020
Q4 | $1.21M | Buy |
5,812
+92
| +2% | +$19.2K | 1.13% | 28 |
|
|
2020
Q3 | $1.13M | Buy |
5,720
+700
| +14% | +$138K | 1.17% | 29 |
|
|
2020
Q2 | $849K | Sell |
5,020
-4,500
| -47% | -$761K | 1% | 35 |
|
|
2020
Q1 | $1.34M | Buy |
9,520
+75
| +0.8% | +$10.6K | 1.31% | 25 |
|
|
2019
Q4 | $1.71M | Sell |
9,445
-4,459
| -32% | -$806K | 1.3% | 27 |
|
|
2019
Q3 | $2.17M | Buy |
13,904
+933
| +7% | +$146K | 1.45% | 23 |
|
|
2019
Q2 | $2.19M | Hold |
12,971
| – | – | 1.52% | 21 |
|
|
2019
Q1 | $2.17M | Sell |
12,971
-175
| -1% | -$29.3K | 1.53% | 19 |
|
|
2018
Q4 | $1.82M | Hold |
13,146
| – | – | 1.38% | 26 |
|
|
2018
Q3 | $2.14M | Sell |
13,146
-650
| -5% | -$106K | 1.39% | 25 |
|
|
2018
Q2 | $1.96M | Sell |
13,796
-1,000
| -7% | -$142K | 1.34% | 26 |
|
|
2018
Q1 | $1.99M | Sell |
14,796
-5
| -0% | -$672 | 1.33% | 29 |
|
|
2017
Q4 | $1.99M | Buy |
14,801
+75
| +0.5% | +$10.1K | 1.32% | 30 |
|
|
2017
Q3 | $1.71M | Hold |
14,726
| – | – | 1.18% | 34 |
|
|
2017
Q2 | $1.6M | Sell |
14,726
-50
| -0.3% | -$5.45K | 1.17% | 33 |
|
|
2017
Q1 | $1.57M | Sell |
14,776
-100
| -0.7% | -$10.6K | 1.19% | 30 |
|
|
2016
Q4 | $1.54M | Sell |
14,876
-29,059
| -66% | -$3.01M | 1.22% | 30 |
|
|
2016
Q3 | $1.43M | Buy |
43,935
+28,159
| +178% | +$917K | 1.13% | 33 |
|
|
2016
Q2 | $1.43M | Buy |
15,776
+1,600
| +11% | +$145K | 1.15% | 34 |
|
|
2016
Q1 | $1.13M | Buy |
14,176
+175
| +1% | +$13.9K | 0.98% | 36 |
|
|
2015
Q4 | $1.11M | Buy |
14,001
+50
| +0.4% | +$3.95K | 1.02% | 35 |
|
|
2015
Q3 | $1.23M | Sell |
13,951
-500
| -3% | -$44.2K | 1.17% | 32 |
|
|
2015
Q2 | $1.38M | Buy |
14,451
+1,150
| +9% | +$110K | 1.16% | 31 |
|
|
2015
Q1 | $1.44M | Sell |
13,301
-2,749
| -17% | -$298K | 1.24% | 30 |
|
|
2014
Q4 | $1.91M | Sell |
16,050
-300
| -2% | -$35.7K | 1.68% | 17 |
|
|
2014
Q3 | $1.77M | Sell |
16,350
-1,300
| -7% | -$141K | 1.59% | 22 |
|
|
2014
Q2 | $1.76M | Sell |
17,650
-84
| -0.5% | -$8.38K | 1.39% | 25 |
|
|
2014
Q1 | $1.66M | Sell |
17,734
-750
| -4% | -$70.4K | 1.45% | 23 |
|
|
2013
Q4 | $1.55M | Buy |
+18,484
| New | +$1.55M | 1.48% | 20 |
|