Bard Financial Services’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 | $709K | Hold |
3,080
| – | – | 0.08% | 132 |
|
|
2025
Q1 | $728K | Sell |
3,080
-30
| -1% | -$7.09K | 0.09% | 131 |
|
|
2024
Q4 | $709K | Hold |
3,110
| – | – | 0.09% | 131 |
|
|
2024
Q3 | $767K | Sell |
3,110
-500
| -14% | -$123K | 0.09% | 126 |
|
|
2024
Q2 | $817K | Sell |
3,610
-500
| -12% | -$113K | 0.08% | 130 |
|
|
2024
Q1 | $1.01M | Buy |
4,110
+30
| +0.7% | +$7.38K | 0.11% | 118 |
|
|
2023
Q4 | $1M | Buy |
4,080
+80
| +2% | +$19.7K | 0.11% | 118 |
|
|
2023
Q3 | $815K | Hold |
4,000
| – | – | 0.1% | 123 |
|
|
2023
Q2 | $818K | Hold |
4,000
| – | – | 0.06% | 177 |
|
|
2023
Q1 | $805K | Hold |
4,000
| – | – | 0.06% | 186 |
|
|
2022
Q4 | $828K | Hold |
4,000
| – | – | 0.07% | 179 |
|
|
2022
Q3 | $779K | Hold |
4,000
| – | – | 0.07% | 169 |
|
|
2022
Q2 | $853K | Hold |
4,000
| – | – | 0.08% | 165 |
|
|
2022
Q1 | $1.09M | Hold |
4,000
| – | – | 0.09% | 149 |
|
|
2021
Q4 | $1.01M | Hold |
4,000
| – | – | 0.08% | 148 |
|
|
2021
Q3 | $784K | Hold |
4,000
| – | – | 0.07% | 158 |
|
|
2021
Q2 | $880K | Hold |
4,000
| – | – | 0.08% | 153 |
|
|
2021
Q1 | $882K | Hold |
4,000
| – | – | 0.09% | 146 |
|
|
2020
Q4 | $833K | Buy |
+4,000
| New | +$833K | 0.08% | 145 |
|