Cardinal Strategic Wealth Guidance’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 | $397K | Sell |
1,724
-85
| -5% | -$19.6K | 0.11% | 40 |
|
|
2025
Q1 | $427K | Sell |
1,809
-510
| -22% | -$120K | 0.14% | 38 |
|
|
2024
Q4 | $529K | Buy |
2,319
+446
| +24% | +$102K | 0.17% | 37 |
|
|
2024
Q3 | $462K | Hold |
1,873
| – | – | 0.15% | 36 |
|
|
2024
Q2 | $424K | Sell |
1,873
-350
| -16% | -$79.2K | 0.15% | 38 |
|
|
2024
Q1 | $547K | Sell |
2,223
-252
| -10% | -$62K | 0.21% | 34 |
|
|
2023
Q4 | $608K | Sell |
2,475
-14
| -0.6% | -$3.44K | 0.24% | 37 |
|
|
2023
Q3 | $507K | Sell |
2,489
-181
| -7% | -$36.9K | 0.23% | 39 |
|
|
2023
Q2 | $546K | Sell |
2,670
-150
| -5% | -$30.7K | 0.24% | 36 |
|
|
2023
Q1 | $566K | Sell |
2,820
-602
| -18% | -$121K | 0.26% | 37 |
|
|
2022
Q4 | $710K | Sell |
3,422
-145
| -4% | -$30.1K | 0.34% | 39 |
|
|
2022
Q3 | $697K | Sell |
3,567
-125
| -3% | -$24.4K | 0.37% | 30 |
|
|
2022
Q2 | $787K | Sell |
3,692
-137
| -4% | -$29.2K | 0.4% | 32 |
|
|
2022
Q1 | $1.05M | Hold |
3,829
| – | – | 0.48% | 28 |
|
|
2021
Q4 | $963K | Buy |
3,829
+1
| +0% | +$252 | 0.45% | 34 |
|
|
2021
Q3 | $750K | Sell |
3,828
-40
| -1% | -$7.84K | 0.39% | 40 |
|
|
2021
Q2 | $850K | Sell |
3,868
-144
| -4% | -$31.6K | 0.45% | 34 |
|
|
2021
Q1 | $885K | Sell |
4,012
-171
| -4% | -$37.7K | 0.52% | 32 |
|
|
2020
Q4 | $870K | Sell |
4,183
-145
| -3% | -$30.2K | 0.52% | 24 |
|
|
2020
Q3 | $852K | Sell |
4,328
-203
| -4% | -$40K | 0.6% | 21 |
|
|
2020
Q2 | $764K | Sell |
4,531
-186
| -4% | -$31.4K | 0.57% | 22 |
|
|
2020
Q1 | $665K | Sell |
4,717
-2,330
| -33% | -$328K | 0.61% | 24 |
|
|
2019
Q4 | $1.27M | Buy |
+7,047
| New | +$1.27M | 1.1% | 17 |
|