Barnes Pettey 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 | $528K | Buy |
2,295
+30
| +1% | +$6.9K | 0.35% | 56 |
|
|
2025
Q1 | $535K | Buy |
2,265
+86
| +4% | +$20.3K | 0.42% | 52 |
|
|
2024
Q4 | $497K | Hold |
2,179
| – | – | 0.38% | 49 |
|
|
2024
Q3 | $537K | Hold |
2,179
| – | – | 0.43% | 46 |
|
|
2024
Q2 | $493K | Hold |
2,179
| – | – | 0.42% | 45 |
|
|
2024
Q1 | $536K | Sell |
2,179
-346
| -14% | -$85.1K | 0.46% | 43 |
|
|
2023
Q4 | $620K | Hold |
2,525
| – | – | 0.5% | 44 |
|
|
2023
Q3 | $514K | Hold |
2,525
| – | – | 0.47% | 51 |
|
|
2023
Q2 | $517K | Buy |
2,525
+34
| +1% | +$6.96K | 0.45% | 52 |
|
|
2023
Q1 | $501K | Sell |
2,491
-30
| -1% | -$6.04K | 0.48% | 52 |
|
|
2022
Q4 | $522K | Hold |
2,521
| – | – | 0.54% | 46 |
|
|
2022
Q3 | $491K | Sell |
2,521
-68
| -3% | -$13.2K | 0.67% | 40 |
|
|
2022
Q2 | $552K | Hold |
2,589
| – | – | 0.71% | 39 |
|
|
2022
Q1 | $707K | Hold |
2,589
| – | – | 0.86% | 32 |
|
|
2021
Q4 | $652K | Buy |
+2,589
| New | +$652K | 0.75% | 35 |
|