Atlas 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 | $279K | Sell |
1,214
-51
| -4% | -$11.7K | 0.03% | 345 |
|
|
2025
Q1 | $299K | Buy |
1,265
+51
| +4% | +$12.1K | 0.04% | 336 |
|
|
2024
Q4 | $277K | Sell |
1,214
-51
| -4% | -$11.6K | 0.04% | 338 |
|
|
2024
Q3 | $312K | Buy |
1,265
+51
| +4% | +$12.6K | 0.05% | 308 |
|
|
2024
Q2 | $275K | Sell |
1,214
-50
| -4% | -$11.3K | 0.04% | 331 |
|
|
2024
Q1 | $311K | Buy |
1,264
+50
| +4% | +$12.3K | 0.05% | 301 |
|
|
2023
Q4 | $298K | Hold |
1,214
| – | – | 0.04% | 302 |
|
|
2023
Q3 | $247K | Hold |
1,214
| – | – | 0.04% | 313 |
|
|
2023
Q2 | $248K | Buy |
1,214
+182
| +18% | +$37.2K | 0.04% | 321 |
|
|
2023
Q1 | $208K | Hold |
1,032
| – | – | 0.03% | 353 |
|
|
2022
Q4 | $214K | Hold |
1,032
| – | – | 0.04% | 330 |
|
|
2022
Q3 | $201K | Hold |
1,032
| – | – | 0.04% | 339 |
|
|
2022
Q2 | $220K | Sell |
1,032
-200
| -16% | -$42.7K | 0.04% | 354 |
|
|
2022
Q1 | $337K | Sell |
1,232
-400
| -25% | -$109K | 0.05% | 268 |
|
|
2021
Q4 | $411K | Hold |
1,632
| – | – | 0.06% | 251 |
|
|
2021
Q3 | $320K | Hold |
1,632
| – | – | 0.05% | 268 |
|
|
2021
Q2 | $359K | Buy |
1,632
+40
| +3% | +$8.8K | 0.06% | 259 |
|
|
2021
Q1 | $351K | Sell |
1,592
-81
| -5% | -$17.9K | 0.07% | 240 |
|
|
2020
Q4 | $348K | Buy |
1,673
+400
| +31% | +$83.3K | 0.07% | 233 |
|
|
2020
Q3 | $251K | Sell |
1,273
-219
| -15% | -$43.1K | 0.06% | 264 |
|
|
2020
Q2 | $252K | Sell |
1,492
-125
| -8% | -$21.1K | 0.06% | 275 |
|
|
2020
Q1 | $228K | Buy |
1,617
+650
| +67% | +$91.7K | 0.07% | 249 |
|
|
2019
Q4 | $175K | Sell |
967
-85
| -8% | -$15.4K | 0.04% | 328 |
|
|
2019
Q3 | $170K | Sell |
1,052
-18
| -2% | -$2.92K | 0.05% | 342 |
|
|
2019
Q2 | $181K | Buy |
1,070
+282
| +36% | +$47.7K | 0.06% | 304 |
|
|
2019
Q1 | $132K | Hold |
788
| – | – | 0.05% | 328 |
|
|
2018
Q4 | $109K | Hold |
788
| – | – | 0.04% | 328 |
|
|
2018
Q3 | $128K | Hold |
788
| – | – | 0.04% | 333 |
|
|
2018
Q2 | $109K | Hold |
788
| – | – | 0.04% | 328 |
|
|
2018
Q1 | $106K | Buy |
+788
| New | +$106K | 0.03% | 341 |
|