AllSquare Wealth Management’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
$23K Hold
100
0.01% 301
2025
Q1
$23.6K Hold
100
0.01% 287
2024
Q4
$22.8K Hold
100
0.01% 289
2024
Q3
$24.6K Hold
100
0.01% 290
2024
Q2
$22.6K Hold
100
0.01% 286
2024
Q1
$24.6K Hold
100
0.01% 271
2023
Q4
$24.6K Hold
100
0.02% 273
2023
Q3
$20.4K Hold
100
0.01% 288
2023
Q2
$19.4K Hold
100
0.01% 302
2023
Q1
$20.1K Hold
100
0.01% 301
2022
Q4
$20.7K Hold
100
0.01% 283
2022
Q3
$19K Hold
100
0.01% 285
2022
Q2
$21K Hold
100
0.01% 286
2022
Q1
$27K Hold
100
0.02% 285
2021
Q4
$25K Hold
100
0.01% 302
2021
Q3
$20K Sell
100
-200
-67% -$40K 0.01% 309
2021
Q2
$66K Buy
300
+130
+76% +$28.6K 0.04% 199
2021
Q1
$37K Buy
170
+70
+70% +$15.2K 0.02% 262
2020
Q4
$21K Sell
100
-83
-45% -$17.4K 0.01% 277
2020
Q3
$36K Hold
183
0.03% 228
2020
Q2
$31K Hold
183
0.02% 228
2020
Q1
$26K Hold
183
0.02% 226
2019
Q4
$33K Hold
183
0.02% 227
2019
Q3
$30K Hold
183
0.02% 233
2019
Q2
$31K Hold
183
0.02% 235
2019
Q1
$31K Hold
183
0.02% 237
2018
Q4
$25K Hold
183
0.02% 235
2018
Q3
$30K Hold
183
0.02% 233
2018
Q2
$26K Buy
183
+83
+83% +$11.8K 0.02% 250
2018
Q1
$13K Hold
100
0.01% 262
2017
Q4
$13K Hold
100
0.01% 271
2017
Q3
$12K Buy
+100
New +$12K 0.01% 259
2017
Q2
Sell
-100
Closed -$11K 352
2017
Q1
$11K Buy
+100
New +$11K 0.01% 257
2015
Q3
Sell
-46
Closed -$4K 331
2015
Q2
$4K Buy
+46
New +$4K ﹤0.01% 287