CFS Investment Advisory Services’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 | $296K | Sell |
1,285
-92
| -7% | -$21.2K | 0.02% | 277 |
|
|
2025
Q1 | $325K | Buy |
1,377
+156
| +13% | +$36.8K | 0.03% | 259 |
|
|
2024
Q4 | $278K | Buy |
1,221
+140
| +13% | +$31.9K | 0.02% | 265 |
|
|
2024
Q3 | $266K | Sell |
1,081
-887
| -45% | -$218K | 0.02% | 264 |
|
|
2024
Q2 | $446K | Buy |
+1,968
| New | +$446K | 0.04% | 188 |
|
|
2023
Q3 | – | Sell |
-1,095
| Closed | -$224K | – | 248 |
|
|
2023
Q2 | $224K | Buy |
+1,095
| New | +$224K | 0.03% | 227 |
|
|
2022
Q2 | – | Sell |
-99,175
| Closed | – | – | 508 |
|
|
2022
Q1 | $0 | Buy |
+99,175
| New | – | ﹤0.01% | 541 |
|