Beaumont 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 | $839K | Sell |
3,644
-450
| -11% | -$104K | 0.06% | 168 |
|
|
2025
Q1 | $967K | Buy |
4,094
+27
| +0.7% | +$6.38K | 0.08% | 153 |
|
|
2024
Q4 | $928K | Buy |
4,067
+147
| +4% | +$33.5K | 0.07% | 153 |
|
|
2024
Q3 | $966K | Sell |
3,920
-638
| -14% | -$157K | 0.08% | 147 |
|
|
2024
Q2 | $1.03M | Sell |
4,558
-37
| -0.8% | -$8.37K | 0.08% | 143 |
|
|
2024
Q1 | $1.13M | Buy |
4,595
+45
| +1% | +$11.1K | 0.09% | 132 |
|
|
2023
Q4 | $1.12M | Sell |
4,550
-610
| -12% | -$150K | 0.1% | 129 |
|
|
2023
Q3 | $1.05M | Sell |
5,160
-2
| -0% | -$407 | 0.11% | 118 |
|
|
2023
Q2 | $1.06M | Buy |
5,162
+194
| +4% | +$39.7K | 0.1% | 127 |
|
|
2023
Q1 | $1,000K | Sell |
4,968
-105
| -2% | -$21.1K | 0.1% | 119 |
|
|
2022
Q4 | $1.05M | Sell |
5,073
-996
| -16% | -$206K | 0.11% | 116 |
|
|
2022
Q3 | $1.18M | Sell |
6,069
-50
| -0.8% | -$9.74K | 0.11% | 108 |
|
|
2022
Q2 | $1.31M | Sell |
6,119
-383
| -6% | -$81.7K | 0.12% | 107 |
|
|
2022
Q1 | $1.78M | Sell |
6,502
-37
| -0.6% | -$10.1K | 0.14% | 118 |
|
|
2021
Q4 | $1.65M | Sell |
6,539
-350
| -5% | -$88.2K | 0.12% | 113 |
|
|
2021
Q3 | $1.36M | Sell |
6,889
-670
| -9% | -$132K | 0.1% | 117 |
|
|
2021
Q2 | $1.66M | Buy |
7,559
+11
| +0.1% | +$2.42K | 0.13% | 112 |
|
|
2021
Q1 | $1.66M | Sell |
7,548
-244
| -3% | -$53.8K | 0.14% | 105 |
|
|
2020
Q4 | $1.62M | Buy |
7,792
+1,435
| +23% | +$299K | 0.14% | 105 |
|
|
2020
Q3 | $1.25M | Buy |
6,357
+67
| +1% | +$13.2K | 0.12% | 122 |
|
|
2020
Q2 | $1.06M | Sell |
6,290
-96
| -2% | -$16.2K | 0.11% | 132 |
|
|
2020
Q1 | $901K | Sell |
6,386
-1,387
| -18% | -$196K | 0.11% | 108 |
|
|
2019
Q4 | $1.41M | Buy |
7,773
+347
| +5% | +$62.7K | 0.14% | 108 |
|
|
2019
Q3 | $1.2M | Buy |
7,426
+138
| +2% | +$22.4K | 0.12% | 111 |
|
|
2019
Q2 | $1.23M | Sell |
7,288
-1,378
| -16% | -$233K | 0.13% | 105 |
|
|
2019
Q1 | $1.45M | Buy |
8,666
+1
| +0% | +$167 | 0.16% | 94 |
|
|
2018
Q4 | $1.2M | Sell |
8,665
-28
| -0.3% | -$3.87K | 0.2% | 78 |
|
|
2018
Q3 | $1.42M | Sell |
8,693
-19
| -0.2% | -$3.09K | 0.14% | 83 |
|
|
2018
Q2 | $1.23M | Buy |
8,712
+3
| +0% | +$425 | 0.13% | 85 |
|
|
2018
Q1 | $1.17M | Buy |
8,709
+6,294
| +261% | +$846K | 0.13% | 92 |
|
|
2017
Q4 | $324K | Buy |
2,415
+1
| +0% | +$134 | 0.04% | 144 |
|
|
2017
Q3 | $280K | Buy |
2,414
+30
| +1% | +$3.48K | 0.03% | 149 |
|
|
2017
Q2 | $260K | Sell |
2,384
-199
| -8% | -$21.7K | 0.03% | 157 |
|
|
2017
Q1 | $274K | Buy |
+2,583
| New | +$274K | 0.04% | 154 |
|