Berger Financial Group’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 | $791K | Sell |
3,436
-85
| -2% | -$19.6K | 0.05% | 213 |
|
|
2025
Q1 | $832K | Sell |
3,521
-30
| -0.8% | -$7.09K | 0.06% | 202 |
|
|
2024
Q4 | $810K | Sell |
3,551
-22
| -0.6% | -$5.02K | 0.06% | 193 |
|
|
2024
Q3 | $881K | Buy |
3,573
+2,626
| +277% | +$647K | 0.06% | 169 |
|
|
2024
Q2 | $214K | Buy |
+947
| New | +$214K | 0.02% | 347 |
|
|
2023
Q4 | – | Sell |
-2,353
| Closed | -$479K | – | 309 |
|
|
2023
Q3 | $479K | Sell |
2,353
-29
| -1% | -$5.9K | 0.06% | 160 |
|
|
2023
Q2 | $487K | Sell |
2,382
-9
| -0.4% | -$1.84K | 0.06% | 160 |
|
|
2023
Q1 | $481K | Sell |
2,391
-42
| -2% | -$8.45K | 0.06% | 158 |
|
|
2022
Q4 | $504K | Sell |
2,433
-8
| -0.3% | -$1.66K | 0.07% | 150 |
|
|
2022
Q3 | $476K | Sell |
2,441
-25
| -1% | -$4.88K | 0.07% | 142 |
|
|
2022
Q2 | $526K | Sell |
2,466
-41
| -2% | -$8.75K | 0.08% | 130 |
|
|
2022
Q1 | $685K | Buy |
2,507
+54
| +2% | +$14.8K | 0.09% | 124 |
|
|
2021
Q4 | $618K | Buy |
2,453
+663
| +37% | +$167K | 0.08% | 132 |
|
|
2021
Q3 | $351K | Hold |
1,790
| – | – | 0.06% | 142 |
|
|
2021
Q2 | $394K | Sell |
1,790
-12
| -0.7% | -$2.64K | 0.07% | 135 |
|
|
2021
Q1 | $397K | Buy |
1,802
+9
| +0.5% | +$1.98K | 0.09% | 131 |
|
|
2020
Q4 | $373K | Buy |
+1,793
| New | +$373K | 0.07% | 146 |
|