Beverly Hills Private Wealth’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 | $982K | Sell |
4,267
-151
| -3% | -$34.7K | 0.18% | 128 |
|
|
2025
Q1 | $1.04M | Sell |
4,418
-247
| -5% | -$58.4K | 0.21% | 118 |
|
|
2024
Q4 | $1.06M | Sell |
4,665
-220
| -5% | -$50.2K | 0.21% | 114 |
|
|
2024
Q3 | $1.2M | Sell |
4,885
-932
| -16% | -$230K | 0.24% | 111 |
|
|
2024
Q2 | $1.32M | Sell |
5,817
-503
| -8% | -$114K | 0.29% | 92 |
|
|
2024
Q1 | $1.55M | Sell |
6,320
-667
| -10% | -$164K | 0.36% | 74 |
|
|
2023
Q4 | $1.72M | Sell |
6,987
-285
| -4% | -$70K | 0.45% | 68 |
|
|
2023
Q3 | $1.48M | Sell |
7,272
-7,950
| -52% | -$1.62M | 0.44% | 69 |
|
|
2023
Q2 | $3.48M | Buy |
15,222
+7,781
| +105% | +$1.78M | 0.57% | 54 |
|
|
2023
Q1 | $1.5M | Buy |
7,441
+951
| +15% | +$191K | 0.46% | 63 |
|
|
2022
Q4 | $1.34M | Buy |
+6,490
| New | +$1.34M | 0.59% | 55 |
|