Bell Investment 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 | $23.2K | Sell |
101
-22
| -18% | -$5.06K | ﹤0.01% | 386 |
|
|
2025
Q1 | $29.1K | Buy |
123
+14
| +13% | +$3.31K | 0.01% | 305 |
|
|
2024
Q4 | $24.9K | Sell |
109
-16
| -13% | -$3.65K | ﹤0.01% | 333 |
|
|
2024
Q3 | $30.8K | Hold |
125
| – | – | 0.01% | 307 |
|
|
2024
Q2 | $28.3K | Sell |
125
-3
| -2% | -$679 | 0.01% | 312 |
|
|
2024
Q1 | $31.5K | Buy |
128
+2
| +2% | +$492 | 0.01% | 289 |
|
|
2023
Q4 | $30.9K | Buy |
126
+25
| +25% | +$6.14K | 0.01% | 262 |
|
|
2023
Q3 | $20.6K | Buy |
101
+2
| +2% | +$407 | ﹤0.01% | 314 |
|
|
2023
Q2 | $20.3K | Buy |
99
+7
| +8% | +$1.43K | ﹤0.01% | 313 |
|
|
2023
Q1 | $18.5K | Sell |
92
-17
| -16% | -$3.42K | ﹤0.01% | 320 |
|
|
2022
Q4 | $22.6K | Sell |
109
-47
| -30% | -$9.73K | 0.01% | 281 |
|
|
2022
Q3 | $30K | Sell |
156
-6
| -4% | -$1.15K | 0.01% | 196 |
|
|
2022
Q2 | $35K | Buy |
+162
| New | +$35K | 0.01% | 177 |
|
|
2021
Q4 | $30K | Buy |
119
+7
| +6% | +$1.77K | 0.01% | 230 |
|
|
2021
Q3 | $22K | Buy |
+112
| New | +$22K | 0.01% | 270 |
|