Baron 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 | $274K | Sell |
1,190
-447
| -27% | -$103K | 0.1% | 155 |
|
|
2025
Q1 | $387K | Buy |
1,637
+228
| +16% | +$53.9K | 0.17% | 95 |
|
|
2024
Q4 | $321K | Buy |
1,409
+45
| +3% | +$10.3K | 0.15% | 111 |
|
|
2024
Q3 | $336K | Buy |
1,364
+60
| +5% | +$14.8K | 0.16% | 106 |
|
|
2024
Q2 | $295K | Sell |
1,304
-131
| -9% | -$29.6K | 0.15% | 113 |
|
|
2024
Q1 | $353K | Hold |
1,435
| – | – | 0.19% | 93 |
|
|
2023
Q4 | $352K | Buy |
1,435
+10
| +0.7% | +$2.46K | 0.19% | 85 |
|
|
2023
Q3 | $290K | Buy |
1,425
+216
| +18% | +$44K | 0.19% | 94 |
|
|
2023
Q2 | $247K | Buy |
+1,209
| New | +$247K | 0.16% | 112 |
|