Cape Investment Advisory’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 | $39.3K | Sell |
171
-1
| -0.6% | -$230 | 0.01% | 402 |
|
|
2025
Q1 | $40.6K | Sell |
172
-100
| -37% | -$23.6K | 0.02% | 368 |
|
|
2024
Q4 | $62K | Sell |
272
-38
| -12% | -$8.66K | 0.02% | 306 |
|
|
2024
Q3 | $76.3K | Hold |
310
| – | – | 0.03% | 269 |
|
|
2024
Q2 | $70.1K | Buy |
+310
| New | +$70.1K | 0.03% | 256 |
|
|
2023
Q2 | – | Sell |
-8
| Closed | -$1.61K | – | 980 |
|
|
2023
Q1 | $1.61K | Buy |
+8
| New | +$1.61K | ﹤0.01% | 835 |
|