Bogart Wealth LLC’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 | $135K | Sell |
587
-23
| -4% | -$5.29K | 0.01% | 290 |
|
|
2025
Q1 | $144K | Buy |
610
+58
| +11% | +$13.7K | 0.01% | 255 |
|
|
2024
Q4 | $126K | Buy |
552
+22
| +4% | +$5.01K | 0.01% | 275 |
|
|
2024
Q3 | $131K | Hold |
530
| – | – | 0.01% | 271 |
|
|
2024
Q2 | $120K | Buy |
530
+1
| +0.2% | +$226 | 0.01% | 274 |
|
|
2024
Q1 | $130K | Hold |
529
| – | – | 0.01% | 240 |
|
|
2023
Q4 | $130K | Sell |
529
-25
| -5% | -$6.15K | 0.01% | 231 |
|
|
2023
Q3 | $113K | Sell |
554
-202
| -27% | -$41.1K | 0.01% | 237 |
|
|
2023
Q2 | $155K | Buy |
756
+82
| +12% | +$16.8K | 0.01% | 208 |
|
|
2023
Q1 | $136K | Buy |
674
+178
| +36% | +$35.8K | 0.01% | 203 |
|
|
2022
Q4 | $103K | Buy |
496
+55
| +12% | +$11.4K | 0.01% | 230 |
|
|
2022
Q3 | $86K | Buy |
441
+38
| +9% | +$7.41K | 0.01% | 243 |
|
|
2022
Q2 | $86K | Buy |
403
+211
| +110% | +$45K | 0.01% | 227 |
|
|
2022
Q1 | $53K | Hold |
192
| – | – | ﹤0.01% | 265 |
|
|
2021
Q4 | $48K | Hold |
192
| – | – | ﹤0.01% | 267 |
|
|
2021
Q3 | $38K | Sell |
192
-10
| -5% | -$1.98K | ﹤0.01% | 279 |
|
|
2021
Q2 | $45K | Hold |
202
| – | – | ﹤0.01% | 250 |
|
|
2021
Q1 | $45K | Buy |
202
+11
| +6% | +$2.45K | 0.01% | 236 |
|
|
2020
Q4 | $39K | Buy |
191
+1
| +0.5% | +$204 | 0.01% | 213 |
|
|
2020
Q3 | $37K | Sell |
190
-1
| -0.5% | -$195 | 0.01% | 212 |
|
|
2020
Q2 | $32K | Buy |
191
+1
| +0.5% | +$168 | 0.01% | 207 |
|
|
2020
Q1 | $27K | Buy |
190
+8
| +4% | +$1.14K | 0.01% | 196 |
|
|
2019
Q4 | $33K | Hold |
182
| – | – | 0.01% | 203 |
|
|
2019
Q3 | $29K | Buy |
182
+35
| +24% | +$5.58K | 0.01% | 193 |
|
|
2019
Q2 | $24K | Hold |
147
| – | – | 0.01% | 191 |
|
|
2019
Q1 | $24K | Hold |
147
| – | – | 0.01% | 192 |
|
|
2018
Q4 | $20K | Hold |
147
| – | – | 0.01% | 200 |
|
|
2018
Q3 | $24K | Hold |
147
| – | – | 0.01% | 183 |
|
|
2018
Q2 | $20K | Hold |
147
| – | – | 0.01% | 202 |
|
|
2018
Q1 | $20K | Hold |
147
| – | – | 0.01% | 199 |
|
|
2017
Q4 | $20K | Hold |
147
| – | – | 0.01% | 199 |
|
|
2017
Q3 | $17K | Buy |
+147
| New | +$17K | 0.01% | 202 |
|