Avestar 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 | $1.04M | Buy |
4,507
+633
| +16% | +$146K | 0.07% | 181 |
|
|
2025
Q1 | $915K | Buy |
3,874
+361
| +10% | +$85.3K | 0.08% | 170 |
|
|
2024
Q4 | $801K | Buy |
3,513
+412
| +13% | +$94K | 0.07% | 186 |
|
|
2024
Q3 | $764K | Buy |
3,101
+280
| +10% | +$69K | 0.08% | 179 |
|
|
2024
Q2 | $638K | Sell |
2,821
-30
| -1% | -$6.79K | 0.07% | 192 |
|
|
2024
Q1 | $705K | Buy |
2,851
+684
| +32% | +$169K | 0.07% | 167 |
|
|
2023
Q4 | $532K | Buy |
2,167
+723
| +50% | +$178K | 0.06% | 171 |
|
|
2023
Q3 | $294K | Buy |
+1,444
| New | +$294K | 0.04% | 235 |
|
|
2019
Q3 | – | Sell |
-207
| Closed | -$33K | – | 803 |
|
|
2019
Q2 | $33K | Hold |
207
| – | – | 0.02% | 338 |
|
|
2019
Q1 | $33K | Buy |
207
+2
| +1% | +$319 | 0.02% | 331 |
|
|
2018
Q4 | $25K | Buy |
205
+5
| +3% | +$610 | 0.02% | 320 |
|
|
2018
Q3 | $28K | Sell |
200
-38
| -16% | -$5.32K | 0.02% | 335 |
|
|
2018
Q2 | $29K | Buy |
238
+52
| +28% | +$6.34K | 0.02% | 322 |
|
|
2018
Q1 | $25K | Buy |
186
+43
| +30% | +$5.78K | 0.02% | 305 |
|
|
2017
Q4 | $18K | Buy |
+143
| New | +$18K | 0.01% | 365 |
|