Cascade Financial Partners’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 | $771K | Hold |
3,351
| – | – | 0.09% | 130 |
|
|
2025
Q1 | $792K | Sell |
3,351
-98
| -3% | -$23.2K | 0.1% | 120 |
|
|
2024
Q4 | $787K | Hold |
3,449
| – | – | 0.1% | 115 |
|
|
2024
Q3 | $833K | Buy |
3,449
+50
| +1% | +$12.1K | 0.1% | 110 |
|
|
2024
Q2 | $769K | Sell |
3,399
-70
| -2% | -$15.8K | 0.1% | 113 |
|
|
2024
Q1 | $813K | Buy |
+3,469
| New | +$813K | 0.12% | 110 |
|