Baron Silver Stevens 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 | $235K | Buy |
1,022
+76
| +8% | +$17.5K | 0.04% | 127 |
|
|
2025
Q1 | $223K | Hold |
946
| – | – | 0.04% | 113 |
|
|
2024
Q4 | $216K | Hold |
946
| – | – | 0.04% | 120 |
|
|
2024
Q3 | $233K | Hold |
946
| – | – | 0.04% | 109 |
|
|
2024
Q2 | $214K | Sell |
946
-318
| -25% | -$71.9K | 0.04% | 106 |
|
|
2024
Q1 | $311K | Buy |
+1,264
| New | +$311K | 0.06% | 88 |
|
|
2022
Q3 | – | Sell |
-1,654
| Closed | -$352K | – | 148 |
|
|
2022
Q2 | $352K | Buy |
+1,654
| New | +$352K | 0.09% | 71 |
|
|
2021
Q3 | – | Sell |
-1,632
| Closed | -$359K | – | 88 |
|
|
2021
Q2 | $359K | Buy |
+1,632
| New | +$359K | 0.1% | 57 |
|
|
2021
Q1 | – | Sell |
-563
| Closed | -$117K | – | 440 |
|
|
2020
Q4 | $117K | Buy |
+563
| New | +$117K | 0.04% | 89 |
|