Altus Wealth Group’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 | $2.92M | Sell |
12,689
-10
| -0.1% | -$2.3K | 1.29% | 14 |
|
|
2025
Q1 | $3M | Sell |
12,699
-10
| -0.1% | -$2.36K | 1.4% | 12 |
|
|
2024
Q4 | $2.9M | Sell |
12,709
-132
| -1% | -$30.1K | 1.28% | 19 |
|
|
2024
Q3 | $3.17M | Buy |
12,841
+599
| +5% | +$148K | 1.35% | 17 |
|
|
2024
Q2 | $2.77M | Sell |
12,242
-13
| -0.1% | -$2.94K | 1.39% | 15 |
|
|
2024
Q1 | $3.01M | Buy |
12,255
+182
| +2% | +$44.8K | 1.51% | 17 |
|
|
2023
Q4 | $2.97M | Buy |
12,073
+1,042
| +9% | +$256K | 1.64% | 14 |
|
|
2023
Q3 | $2.25M | Sell |
11,031
-37
| -0.3% | -$7.53K | 1.43% | 16 |
|
|
2023
Q2 | $2.26M | Buy |
11,068
+8
| +0.1% | +$1.64K | 1.39% | 17 |
|
|
2023
Q1 | $2.23M | Sell |
11,060
-161
| -1% | -$32.4K | 1.5% | 17 |
|
|
2022
Q4 | $2.32M | Buy |
11,221
+1,733
| +18% | +$359K | 1.76% | 13 |
|
|
2022
Q3 | $1.86M | Hold |
9,488
| – | – | 1.85% | 12 |
|
|
2022
Q2 | $1.86M | Sell |
9,488
-18
| -0.2% | -$3.53K | 1.85% | 12 |
|
|
2022
Q1 | $2.6M | Buy |
9,506
+18
| +0.2% | +$4.92K | 2.13% | 13 |
|
|
2021
Q4 | $2.39M | Hold |
9,488
| – | – | 1.97% | 13 |
|
|
2021
Q3 | $1.86M | Hold |
9,488
| – | – | 1.85% | 12 |
|
|
2021
Q2 | $2.09M | Sell |
9,488
-9
| -0.1% | -$1.98K | 2.04% | 12 |
|
|
2021
Q1 | $2.14M | Hold |
9,497
| – | – | 2.13% | 12 |
|
|
2020
Q4 | $1.98M | Buy |
+9,497
| New | +$1.98M | 1.89% | 10 |
|