Catalyst 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 | $710K | Sell |
3,088
-683
| -18% | -$157K | 0.08% | 125 |
|
|
2025
Q1 | $891K | Buy |
3,771
+153
| +4% | +$36.1K | 0.16% | 76 |
|
|
2024
Q4 | $825K | Sell |
3,618
-11
| -0.3% | -$2.51K | 0.16% | 84 |
|
|
2024
Q3 | $894K | Buy |
3,629
+164
| +5% | +$40.4K | 0.18% | 77 |
|
|
2024
Q2 | $784K | Buy |
3,465
+650
| +23% | +$147K | 0.17% | 77 |
|
|
2024
Q1 | $645K | Buy |
2,815
+73
| +3% | +$16.7K | 0.17% | 82 |
|
|
2023
Q4 | $673K | Buy |
2,742
+215
| +9% | +$52.8K | 0.19% | 74 |
|
|
2023
Q3 | $515K | Buy |
2,527
+1,118
| +79% | +$228K | 0.17% | 89 |
|
|
2023
Q2 | $288K | Buy |
1,409
+376
| +36% | +$76.9K | 0.1% | 146 |
|
|
2023
Q1 | $208K | Buy |
+1,033
| New | +$208K | 0.09% | 168 |
|