Cassaday & Co 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 | $1.79M | Sell |
7,759
-398
| -5% | -$91.6K | 0.04% | 87 |
|
|
2025
Q1 | $1.93M | Buy |
8,157
+356
| +5% | +$84.1K | 0.05% | 78 |
|
|
2024
Q4 | $1.78M | Buy |
7,801
+27
| +0.3% | +$6.16K | 0.05% | 78 |
|
|
2024
Q3 | $1.92M | Sell |
7,774
-86
| -1% | -$21.2K | 0.05% | 74 |
|
|
2024
Q2 | $1.78M | Buy |
7,860
+32
| +0.4% | +$7.24K | 0.06% | 71 |
|
|
2024
Q1 | $1.93M | Sell |
7,828
-221
| -3% | -$54.4K | 0.06% | 66 |
|
|
2023
Q4 | $1.98M | Sell |
8,049
-16
| -0.2% | -$3.93K | 0.07% | 59 |
|
|
2023
Q3 | $1.64M | Buy |
8,065
+151
| +2% | +$30.7K | 0.07% | 59 |
|
|
2023
Q2 | $1.62M | Sell |
7,914
-220
| -3% | -$45K | 0.06% | 64 |
|
|
2023
Q1 | $1.64M | Buy |
8,134
+45
| +0.6% | +$9.06K | 0.07% | 62 |
|
|
2022
Q4 | $1.68M | Buy |
+8,089
| New | +$1.68M | 0.08% | 59 |
|