Allen Mooney & Barnes Investment Advisors’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 | $468K | Sell |
2,036
-198
| -9% | -$45.6K | 0.08% | 110 |
|
|
2025
Q1 | $528K | Sell |
2,234
-291
| -12% | -$68.8K | 0.09% | 98 |
|
|
2024
Q4 | $576K | Buy |
2,525
+59
| +2% | +$13.5K | 0.1% | 94 |
|
|
2024
Q3 | $608K | Sell |
2,466
-40
| -2% | -$9.86K | 0.1% | 89 |
|
|
2024
Q2 | $567K | Buy |
2,506
+151
| +6% | +$34.2K | 0.1% | 95 |
|
|
2024
Q1 | $556K | Buy |
2,355
+3
| +0.1% | +$709 | 0.11% | 95 |
|
|
2023
Q4 | $578K | Buy |
2,352
+573
| +32% | +$141K | 0.11% | 89 |
|
|
2023
Q3 | $362K | Buy |
1,779
+65
| +4% | +$13.2K | 0.08% | 106 |
|
|
2023
Q2 | $351K | Buy |
+1,714
| New | +$351K | 0.08% | 107 |
|
|
2023
Q1 | – | Sell |
-979
| Closed | -$203K | – | 134 |
|
|
2022
Q4 | $203K | Buy |
+979
| New | +$203K | 0.05% | 127 |
|
|
2022
Q3 | – | Sell |
-976
| Closed | -$208K | – | 140 |
|
|
2022
Q2 | $208K | Buy |
976
+2
| +0.2% | +$426 | 0.05% | 131 |
|
|
2022
Q1 | $266K | Buy |
+974
| New | +$266K | 0.06% | 131 |
|