CFFP
Center for Financial Planning’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
4,909
+20
| +0.4% | +$4.6K | 0.13% | 57 |
|
|
2025
Q1 | $1.16M | Buy |
4,889
+206
| +4% | +$48.7K | 0.15% | 54 |
|
|
2024
Q4 | $1.07M | Sell |
4,683
-34
| -0.7% | -$7.75K | 0.14% | 56 |
|
|
2024
Q3 | $1.16M | Sell |
4,717
-453
| -9% | -$112K | 0.16% | 51 |
|
|
2024
Q2 | $1.17M | Buy |
5,170
+47
| +0.9% | +$10.6K | 0.17% | 50 |
|
|
2024
Q1 | $1.26M | Sell |
5,123
-6
| -0.1% | -$1.48K | 0.19% | 50 |
|
|
2023
Q4 | $1.26M | Buy |
5,129
+9
| +0.2% | +$2.21K | 0.23% | 43 |
|
|
2023
Q3 | $1.04M | Buy |
5,120
+62
| +1% | +$12.6K | 0.23% | 44 |
|
|
2023
Q2 | $1.04M | Sell |
5,058
-946
| -16% | -$194K | 0.22% | 46 |
|
|
2023
Q1 | $1.21M | Buy |
6,004
+34
| +0.6% | +$6.84K | 0.28% | 41 |
|
|
2022
Q4 | $1.24M | Buy |
5,970
+276
| +5% | +$57.2K | 0.3% | 38 |
|
|
2022
Q3 | $1.11M | Buy |
5,694
+10
| +0.2% | +$1.95K | 0.3% | 38 |
|
|
2022
Q2 | $1.21M | Buy |
5,684
+136
| +2% | +$29K | 0.31% | 35 |
|
|
2022
Q1 | $1.52M | Buy |
5,548
+83
| +2% | +$22.7K | 0.31% | 32 |
|
|
2021
Q4 | $1.38M | Buy |
5,465
+114
| +2% | +$28.7K | 0.28% | 40 |
|
|
2021
Q3 | $1.05M | Buy |
5,351
+143
| +3% | +$28K | 0.26% | 47 |
|
|
2021
Q2 | $1.15M | Buy |
5,208
+5
| +0.1% | +$1.1K | 0.28% | 43 |
|
|
2021
Q1 | $1.15M | Buy |
5,203
+287
| +6% | +$63.3K | 0.3% | 41 |
|
|
2020
Q4 | $1.02M | Buy |
4,916
+124
| +3% | +$25.8K | 0.29% | 40 |
|
|
2020
Q3 | $943K | Buy |
4,792
+240
| +5% | +$47.2K | 0.3% | 40 |
|
|
2020
Q2 | $770K | Sell |
4,552
-74
| -2% | -$12.5K | 0.27% | 44 |
|
|
2020
Q1 | $652K | Sell |
4,626
-168
| -4% | -$23.7K | 0.22% | 49 |
|
|
2019
Q4 | $867K | Buy |
+4,794
| New | +$867K | 0.22% | 44 |
|