Center for Financial Planning’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
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|
2025
Q1 | $1.16M | Buy |
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|
2024
Q4 | $1.07M | Sell |
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|
2024
Q3 | $1.16M | Sell |
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|
2024
Q2 | $1.17M | Buy |
|
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|
2024
Q1 | $1.26M | Sell |
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|
2023
Q4 | $1.26M | Buy |
|
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|
2023
Q3 | $1.04M | Buy |
|
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|
2023
Q2 | $1.04M | Sell |
|
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|
2023
Q1 | $1.21M | Buy |
|
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|
2022
Q4 | $1.24M | Buy |
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|
2022
Q3 | $1.11M | Buy |
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|
2022
Q2 | $1.21M | Buy |
|
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|
2022
Q1 | $1.52M | Buy |
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|
2021
Q4 | $1.38M | Buy |
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|
2021
Q3 | $1.05M | Buy |
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|
2021
Q2 | $1.15M | Buy |
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|
2021
Q1 | $1.15M | Buy |
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|
2020
Q4 | $1.02M | Buy |
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|
2020
Q3 | $943K | Buy |
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|
2020
Q2 | $770K | Sell |
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|
2020
Q1 | $652K | Sell |
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|
2019
Q4 | $867K | Buy |
|