BlackDiamond 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 | $304K | Sell |
1,290
-40
| -3% | -$9.42K | 0.18% | 112 |
|
|
2025
Q1 | $288K | Sell |
1,330
-52
| -4% | -$11.2K | 0.19% | 103 |
|
|
2024
Q4 | $315K | Sell |
1,382
-23
| -2% | -$5.25K | 0.18% | 115 |
|
|
2024
Q3 | $336K | Buy |
1,405
+154
| +12% | +$36.8K | 0.2% | 110 |
|
|
2024
Q2 | $301K | Buy |
1,251
+144
| +13% | +$34.6K | 0.2% | 106 |
|
|
2024
Q1 | $272K | Sell |
1,107
-226
| -17% | -$55.6K | 0.19% | 117 |
|
|
2023
Q4 | $329K | Buy |
1,333
+172
| +15% | +$42.4K | 0.24% | 93 |
|
|
2023
Q3 | $239K | Buy |
1,161
+87
| +8% | +$17.9K | 0.22% | 105 |
|
|
2023
Q2 | $232K | Buy |
1,074
+24
| +2% | +$5.17K | 0.2% | 116 |
|
|
2023
Q1 | $204K | Buy |
1,050
+47
| +5% | +$9.15K | 0.21% | 109 |
|
|
2022
Q4 | $213K | Buy |
+1,003
| New | +$213K | 0.24% | 106 |
|
|
2022
Q3 | – | Sell |
-968
| Closed | -$208K | – | 116 |
|
|
2022
Q2 | $208K | Buy |
968
+48
| +5% | +$10.3K | 0.26% | 104 |
|
|
2022
Q1 | $251K | Sell |
920
-7
| -0.8% | -$1.91K | 0.3% | 93 |
|
|
2021
Q4 | $234K | Buy |
+927
| New | +$234K | 0.27% | 100 |
|