Charter Oak Capital Management’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
Q1 | – | Sell |
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|
2024
Q4 | $209K | Sell |
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|
2024
Q3 | $264K | Buy |
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|
2024
Q2 | $229K | Sell |
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|
2024
Q1 | $257K | Sell |
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|
2023
Q4 | $278K | Sell |
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|
2023
Q3 | $236K | Hold |
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|
2023
Q2 | $237K | Sell |
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|
2023
Q1 | $239K | Buy |
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|
2022
Q4 | $236K | Hold |
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|
2022
Q3 | $222K | Buy |
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|
2022
Q2 | $206K | Buy |
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|
2022
Q1 | $165K | Buy |
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|
2021
Q4 | $71K | Hold |
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|
2021
Q3 | $55K | Sell |
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|
2021
Q2 | $77K | Hold |
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|
2021
Q1 | $77K | Sell |
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|
2020
Q4 | $77K | Buy |
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