Alpha Family Trust’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 | $367K | Sell |
1,595
-440
| -22% | -$101K | 0.18% | 106 |
|
|
2025
Q1 | $481K | Buy |
2,035
+440
| +28% | +$104K | 0.28% | 68 |
|
|
2024
Q4 | $364K | Sell |
1,595
-285
| -15% | -$65K | 0.2% | 83 |
|
|
2024
Q3 | $463K | Hold |
1,880
| – | – | 0.26% | 69 |
|
|
2024
Q2 | $425K | Hold |
1,880
| – | – | 0.25% | 67 |
|
|
2024
Q1 | $462K | Hold |
1,880
| – | – | 0.28% | 63 |
|
|
2023
Q4 | $462K | Buy |
1,880
+715
| +61% | +$176K | 0.31% | 60 |
|
|
2023
Q3 | $237K | Buy |
+1,165
| New | +$237K | 0.18% | 110 |
|
|
2023
Q2 | – | Sell |
-1,135
| Closed | -$228K | – | 136 |
|
|
2023
Q1 | $228K | Sell |
1,135
-130
| -10% | -$26.2K | 0.18% | 108 |
|
|
2022
Q4 | $262K | Buy |
+1,265
| New | +$262K | 0.24% | 88 |
|
|
2022
Q3 | – | Sell |
-1,000
| Closed | -$213K | – | 60 |
|
|
2022
Q2 | $213K | Buy |
+1,000
| New | +$213K | 0.14% | 48 |
|