Athena Investment 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 | $202K | Sell |
877
-25
| -3% | -$5.75K | 0.11% | 151 |
|
|
2025
Q1 | $213K | Sell |
902
-100
| -10% | -$23.6K | 0.13% | 139 |
|
|
2024
Q4 | $228K | Hold |
1,002
| – | – | 0.13% | 141 |
|
|
2024
Q3 | $247K | Hold |
1,002
| – | – | 0.14% | 134 |
|
|
2024
Q2 | $227K | Hold |
1,002
| – | – | 0.14% | 133 |
|
|
2024
Q1 | $246K | Sell |
1,002
-35
| -3% | -$8.61K | 0.15% | 131 |
|
|
2023
Q4 | $255K | Hold |
1,037
| – | – | 0.17% | 124 |
|
|
2023
Q3 | $211K | Sell |
1,037
-305
| -23% | -$62.1K | 0.15% | 127 |
|
|
2023
Q2 | $275K | Hold |
1,342
| – | – | 0.19% | 114 |
|
|
2023
Q1 | $270K | Sell |
1,342
-30
| -2% | -$6.04K | 0.19% | 114 |
|
|
2022
Q4 | $284K | Buy |
1,372
+222
| +19% | +$46K | 0.21% | 109 |
|
|
2022
Q3 | $224K | Sell |
1,150
-72
| -6% | -$14K | 0.19% | 117 |
|
|
2022
Q2 | $261K | Hold |
1,222
| – | – | 0.21% | 112 |
|
|
2022
Q1 | $330K | Buy |
+1,222
| New | +$330K | 0.26% | 87 |
|