CarsonAllaria 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 | $509K | Hold |
2,212
| – | – | 0.27% | 36 |
|
|
2025
Q1 | $523K | Hold |
2,212
| – | – | 0.3% | 35 |
|
|
2024
Q4 | $504K | Hold |
2,212
| – | – | 0.29% | 37 |
|
|
2024
Q3 | $545K | Sell |
2,212
-135
| -6% | -$33.3K | 0.31% | 36 |
|
|
2024
Q2 | $531K | Hold |
2,347
| – | – | 0.33% | 33 |
|
|
2024
Q1 | $577K | Buy |
2,347
+266
| +13% | +$65.4K | 0.36% | 34 |
|
|
2023
Q4 | $511K | Sell |
2,081
-436
| -17% | -$107K | 0.37% | 33 |
|
|
2023
Q3 | $513K | Hold |
2,517
| – | – | 0.42% | 30 |
|
|
2023
Q2 | $515K | Sell |
2,517
-60
| -2% | -$12.3K | 0.41% | 31 |
|
|
2023
Q1 | $519K | Buy |
2,577
+3
| +0.1% | +$604 | 0.44% | 32 |
|
|
2022
Q4 | $533K | Sell |
2,574
-103
| -4% | -$21.3K | 0.47% | 31 |
|
|
2022
Q3 | $521K | Buy |
2,677
+18
| +0.7% | +$3.5K | 0.48% | 27 |
|
|
2022
Q2 | $567K | Buy |
2,659
+16
| +0.6% | +$3.41K | 0.53% | 27 |
|
|
2022
Q1 | $722K | Buy |
2,643
+12
| +0.5% | +$3.28K | 0.65% | 23 |
|
|
2021
Q4 | $663K | Buy |
+2,631
| New | +$663K | 0.59% | 26 |
|