Cedar Mountain Advisors’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 | $221K | Hold |
961
| – | – | 0.05% | 53 |
|
2025
Q1 | $227K | Sell |
961
-5
| -0.5% | -$1.18K | 0.05% | 53 |
|
2024
Q4 | $220K | Sell |
966
-13
| -1% | -$2.97K | 0.05% | 56 |
|
2024
Q3 | $241K | Hold |
979
| – | – | 0.05% | 54 |
|
2024
Q2 | $222K | Hold |
979
| – | – | 0.05% | 47 |
|
2024
Q1 | $241K | Hold |
979
| – | – | 0.06% | 45 |
|
2023
Q4 | $240K | Hold |
979
| – | – | 0.07% | 40 |
|
2023
Q3 | $199K | Hold |
979
| – | – | 0.06% | 42 |
|
2023
Q2 | $200K | Buy |
979
+10
| +1% | +$2.05K | 0.06% | 42 |
|
2023
Q1 | $195K | Hold |
969
| – | – | 0.06% | 45 |
|
2022
Q4 | $201K | Hold |
969
| – | – | 0.06% | 40 |
|
2022
Q3 | $189K | Hold |
969
| – | – | 0.06% | 39 |
|
2022
Q2 | $207K | Hold |
969
| – | – | 0.07% | 40 |
|
2022
Q1 | $265K | Hold |
969
| – | – | 0.08% | 35 |
|
2021
Q4 | $244K | Hold |
969
| – | – | 0.07% | 38 |
|
2021
Q3 | $190K | Hold |
969
| – | – | 0.06% | 39 |
|
2021
Q2 | $213K | Sell |
969
-1
| -0.1% | -$220 | 0.07% | 35 |
|
2021
Q1 | $214K | Hold |
970
| – | – | 0.07% | 37 |
|
2020
Q4 | $202K | Hold |
970
| – | – | 0.07% | 37 |
|
2020
Q3 | $191K | Hold |
970
| – | – | 0.08% | 36 |
|
2020
Q2 | $164K | Buy |
970
+41
| +4% | +$6.93K | 0.07% | 40 |
|
2020
Q1 | $131K | Hold |
929
| – | – | 0.07% | 38 |
|
2019
Q4 | $168K | Buy |
+929
| New | +$168K | 0.07% | 35 |
|