Baker Tilly 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 | $785K | Sell |
3,411
-872
| -20% | -$201K | 0.28% | 80 |
|
|
2025
Q1 | $1.01M | Buy |
4,283
+78
| +2% | +$18.4K | 0.4% | 60 |
|
|
2024
Q4 | $959K | Buy |
4,205
+664
| +19% | +$151K | 0.38% | 56 |
|
|
2024
Q3 | $873K | Buy |
3,541
+586
| +20% | +$144K | 0.39% | 63 |
|
|
2024
Q2 | $669K | Buy |
2,955
+141
| +5% | +$31.9K | 0.27% | 88 |
|
|
2024
Q1 | $692K | Buy |
2,814
+115
| +4% | +$28.3K | 0.13% | 178 |
|
|
2023
Q4 | $663K | Sell |
2,699
-427
| -14% | -$105K | 0.11% | 212 |
|
|
2023
Q3 | $636K | Sell |
3,126
-7,425
| -70% | -$1.51M | 0.1% | 201 |
|
|
2023
Q2 | $2.16M | Buy |
10,551
+867
| +9% | +$177K | 0.23% | 93 |
|
|
2023
Q1 | $1.95M | Buy |
9,684
+833
| +9% | +$168K | 0.22% | 102 |
|
|
2022
Q4 | $1.83M | Buy |
8,851
+1,187
| +15% | +$246K | 0.23% | 107 |
|
|
2022
Q3 | $1.49M | Sell |
7,664
-581
| -7% | -$113K | 0.2% | 102 |
|
|
2022
Q2 | $1.76M | Buy |
8,245
+409
| +5% | +$87.2K | 0.23% | 93 |
|
|
2022
Q1 | $2.14M | Buy |
7,836
+1,299
| +20% | +$355K | 0.24% | 89 |
|
|
2021
Q4 | $1.65M | Buy |
6,537
+1,414
| +28% | +$356K | 0.18% | 118 |
|
|
2021
Q3 | $1M | Buy |
5,123
+918
| +22% | +$180K | 0.13% | 166 |
|
|
2021
Q2 | $925K | Buy |
4,205
+449
| +12% | +$98.8K | 0.15% | 157 |
|
|
2021
Q1 | $828K | Buy |
+3,756
| New | +$828K | 0.17% | 151 |
|