Atwood & Palmer’s Union Pacific UNP Stock Holding History

Atwood & Palmer’s Portfolio UNP Stock Details UNP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$153K	Sell	667 -165	-20%	-$38K	0.01%	164
2025 Q1	$197K	Sell	832 -25	-3%	-$5.91K	0.01%	153
2024 Q4	$195K	Hold	857	–	–	0.01%	147
2024 Q3	$211K	Hold	857	–	–	0.01%	147
2024 Q2	$194K	Sell	857 -65	-7%	-$14.7K	0.01%	148
2024 Q1	$227K	Buy	922 +10	+1%	+$2.46K	0.02%	136
2023 Q4	$224K	Sell	912 -100	-10%	-$24.6K	0.02%	144
2023 Q3	$206K	Hold	1,012	–	–	0.02%	137
2023 Q2	$207K	Buy	1,012 +264	+35%	+$54K	0.02%	146
2023 Q1	$151K	Hold	748	–	–	0.01%	156
2022 Q4	$155K	Hold	748	–	–	0.01%	155
2022 Q3	$146K	Hold	748	–	–	0.01%	151
2022 Q2	$160K	Buy	748 +41	+6%	+$8.77K	0.02%	148
2022 Q1	$193K	Hold	707	–	–	0.02%	145
2021 Q4	$178K	Buy	707 +32	+5%	+$8.06K	0.01%	152
2021 Q3	$132K	Hold	675	–	–	0.01%	167
2021 Q2	$148K	Hold	675	–	–	0.01%	163
2021 Q1	$149K	Hold	675	–	–	0.01%	156
2020 Q4	$141K	Sell	675 -100	-13%	-$20.9K	0.02%	156
2020 Q3	$153K	Hold	775	–	–	0.02%	140
2020 Q2	$131K	Hold	775	–	–	0.02%	149
2020 Q1	$109K	Hold	775	–	–	0.02%	149
2019 Q4	$140K	Hold	775	–	–	0.02%	143
2019 Q3	$126K	Sell	775 -925	-54%	-$150K	0.02%	152
2019 Q2	$287K	Sell	1,700 -150	-8%	-$25.3K	0.04%	106
2019 Q1	$309K	Hold	1,850	–	–	0.04%	98
2018 Q4	$256K	Hold	1,850	–	–	0.04%	103
2018 Q3	$301K	Sell	1,850 -1,011	-35%	-$164K	0.04%	105
2018 Q2	$405K	Buy	2,861 +11	+0.4%	+$1.56K	0.06%	91
2018 Q1	$383K	Hold	2,850	–	–	0.05%	91
2017 Q4	$382K	Sell	2,850 -162	-5%	-$21.7K	0.05%	96
2017 Q3	$349K	Hold	3,012	–	–	0.05%	100
2017 Q2	$328K	Buy	3,012 +2,050	+213%	+$223K	0.05%	101
2017 Q1	$102K	Sell	962 -20	-2%	-$2.12K	0.02%	147
2016 Q4	$102K	Hold	982	–	–	0.02%	138
2016 Q3	$96K	Buy	982 +162	+20%	+$15.8K	0.02%	146
2016 Q2	$72K	Sell	820 -20	-2%	-$1.76K	0.01%	162
2016 Q1	$67K	Sell	840 -868	-51%	-$69.2K	0.01%	161
2015 Q4	$134K	Sell	1,708 -40	-2%	-$3.14K	0.03%	144
2015 Q3	$155K	Sell	1,748 -406	-19%	-$36K	0.03%	130
2015 Q2	$205K	Hold	2,154	–	–	0.04%	127
2015 Q1	$233K	Hold	2,154	–	–	0.04%	116
2014 Q4	$257K	Hold	2,154	–	–	0.05%	106
2014 Q3	$234K	Buy	2,154 +1,068	+98%	+$116K	0.04%	110
2014 Q2	$108K	Buy	+1,086	New	+$108K	0.03%	152