Baltimore-Washington Financial 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 | $495K | Hold |
2,153
| – | – | 0.02% | 112 |
|
|
2025
Q1 | $509K | Sell |
2,153
-7
| -0.3% | -$1.65K | 0.03% | 100 |
|
|
2024
Q4 | $493K | Buy |
2,160
+29
| +1% | +$6.61K | 0.03% | 103 |
|
|
2024
Q3 | $525K | Buy |
+2,131
| New | +$525K | 0.03% | 102 |
|
|
2015
Q4 | – | Sell |
-728
| Closed | -$64K | – | 245 |
|
|
2015
Q3 | $64K | Hold |
728
| – | – | 0.02% | 118 |
|
|
2015
Q2 | $69K | Hold |
728
| – | – | 0.02% | 116 |
|
|
2015
Q1 | $79K | Sell |
728
-9
| -1% | -$977 | 0.02% | 118 |
|
|
2014
Q4 | $88K | Buy |
737
+200
| +37% | +$23.9K | 0.03% | 118 |
|
|
2014
Q3 | $58K | Sell |
537
-791
| -60% | -$85.4K | 0.02% | 130 |
|
|
2014
Q2 | $132K | Buy |
1,328
+800
| +152% | +$79.5K | 0.04% | 120 |
|
|
2014
Q1 | $50K | Sell |
528
-1,200
| -69% | -$114K | 0.02% | 135 |
|
|
2013
Q4 | $145K | Buy |
1,728
+480
| +38% | +$40.3K | 0.05% | 116 |
|
|
2013
Q3 | $97K | Buy |
1,248
+720
| +136% | +$56K | 0.04% | 96 |
|
|
2013
Q2 | $41K | Buy |
+528
| New | +$41K | 0.02% | 111 |
|