Atticus Wealth 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 | $241K | Buy |
1,048
+393
| +60% | +$90.4K | 0.07% | 147 |
|
|
2025
Q1 | $155K | Hold |
655
| – | – | 0.05% | 129 |
|
|
2024
Q4 | $149K | Hold |
655
| – | – | 0.05% | 137 |
|
|
2024
Q3 | $161K | Hold |
655
| – | – | 0.05% | 136 |
|
|
2024
Q2 | $148K | Hold |
655
| – | – | 0.05% | 132 |
|
|
2024
Q1 | $161K | Hold |
655
| – | – | 0.05% | 129 |
|
|
2023
Q4 | $161K | Hold |
655
| – | – | 0.06% | 130 |
|
|
2023
Q3 | $133K | Hold |
655
| – | – | 0.05% | 152 |
|
|
2023
Q2 | $134K | Hold |
655
| – | – | 0.05% | 158 |
|
|
2023
Q1 | $132K | Hold |
655
| – | – | 0.05% | 151 |
|
|
2022
Q4 | $136K | Sell |
655
-4
| -0.6% | -$828 | 0.06% | 156 |
|
|
2022
Q3 | $141K | Hold |
659
| – | – | 0.07% | 139 |
|
|
2022
Q2 | $141K | Hold |
659
| – | – | 0.06% | 156 |
|
|
2022
Q1 | $180K | Buy |
659
+4
| +0.6% | +$1.09K | 0.07% | 150 |
|
|
2021
Q4 | $165K | Buy |
655
+30
| +5% | +$7.56K | 0.06% | 137 |
|
|
2021
Q3 | $123K | Hold |
625
| – | – | 0.05% | 138 |
|
|
2021
Q2 | $137K | Hold |
625
| – | – | 0.06% | 141 |
|
|
2021
Q1 | $138K | Sell |
625
-75
| -11% | -$16.6K | 0.07% | 133 |
|
|
2020
Q4 | $146K | Hold |
700
| – | – | 0.07% | 128 |
|
|
2020
Q3 | $138K | Hold |
700
| – | – | 0.08% | 110 |
|
|
2020
Q2 | $118K | Sell |
700
-250
| -26% | -$42.1K | 0.08% | 114 |
|
|
2020
Q1 | $134K | Sell |
950
-5
| -0.5% | -$705 | 0.11% | 97 |
|
|
2019
Q4 | $173K | Buy |
+955
| New | +$173K | 0.11% | 93 |
|