Annis Gardner Whiting Capital 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 | $247K | Sell |
1,075
-40
| -4% | -$9.2K | 0.09% | 195 |
|
|
2025
Q1 | $263K | Buy |
1,115
+29
| +3% | +$6.85K | 0.11% | 162 |
|
|
2024
Q4 | $248K | Sell |
1,086
-5
| -0.5% | -$1.14K | 0.07% | 191 |
|
|
2024
Q3 | $269K | Sell |
1,091
-306
| -22% | -$75.4K | 0.08% | 188 |
|
|
2024
Q2 | $316K | Buy |
1,397
+1
| +0.1% | +$226 | 0.09% | 178 |
|
|
2024
Q1 | $344K | Buy |
1,396
+332
| +31% | +$81.7K | 0.12% | 134 |
|
|
2023
Q4 | $261K | Buy |
1,064
+232
| +28% | +$57K | 0.12% | 134 |
|
|
2023
Q3 | $169K | Buy |
+832
| New | +$169K | 0.09% | 155 |
|