Apella Capital’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 | $2.23M | Sell |
9,461
-130
| -1% | -$30.6K | 0.06% | 157 |
|
2025
Q1 | $2.14M | Buy |
9,591
+8,413
| +714% | +$1.88M | 0.07% | 134 |
|
2024
Q4 | $269K | Buy |
1,178
+193
| +20% | +$44K | 0.01% | 300 |
|
2024
Q3 | $240K | Buy |
+985
| New | +$240K | 0.01% | 296 |
|
2024
Q2 | – | Sell |
-855
| Closed | -$206K | – | 319 |
|
2024
Q1 | $206K | Sell |
855
-7
| -0.8% | -$1.69K | 0.01% | 282 |
|
2023
Q4 | $208K | Buy |
+862
| New | +$208K | 0.01% | 277 |
|