Checchi Capital Advisers’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 | $1.35M | Sell |
5,874
-108
| -2% | -$24.9K | 0.08% | 171 |
|
|
2025
Q1 | $1.41M | Buy |
5,982
+197
| +3% | +$46.5K | 0.07% | 162 |
|
|
2024
Q4 | $1.32M | Sell |
5,785
-138
| -2% | -$31.5K | 0.08% | 153 |
|
|
2024
Q3 | $1.46M | Buy |
5,923
+58
| +1% | +$14.3K | 0.08% | 147 |
|
|
2024
Q2 | $1.33M | Sell |
5,865
-170
| -3% | -$38.5K | 0.07% | 153 |
|
|
2024
Q1 | $1.48M | Hold |
6,035
| – | – | 0.12% | 147 |
|
|
2023
Q4 | $1.48M | Buy |
6,035
+55
| +0.9% | +$13.5K | 0.12% | 143 |
|
|
2023
Q3 | $1.22M | Sell |
5,980
-957
| -14% | -$195K | 0.11% | 151 |
|
|
2023
Q2 | $1.42M | Buy |
6,937
+620
| +10% | +$127K | 0.13% | 134 |
|
|
2023
Q1 | $1.27M | Sell |
6,317
-96
| -1% | -$19.3K | 0.12% | 142 |
|
|
2022
Q4 | $1.33M | Sell |
6,413
-1,032
| -14% | -$214K | 0.14% | 132 |
|
|
2022
Q3 | $1.45M | Sell |
7,445
-192
| -3% | -$37.4K | 0.14% | 113 |
|
|
2022
Q2 | $1.74M | Buy |
7,637
+1,539
| +25% | +$350K | 0.15% | 109 |
|
|
2022
Q1 | $1.67M | Buy |
6,098
+181
| +3% | +$49.5K | 0.14% | 103 |
|
|
2021
Q4 | $1.49M | Buy |
5,917
+67
| +1% | +$16.9K | 0.13% | 111 |
|
|
2021
Q3 | $1.15M | Buy |
5,850
+122
| +2% | +$23.9K | 0.11% | 125 |
|
|
2021
Q2 | $1.26M | Sell |
5,728
-166
| -3% | -$36.5K | 0.12% | 122 |
|
|
2021
Q1 | $1.3M | Sell |
5,894
-268
| -4% | -$59.1K | 0.13% | 113 |
|
|
2020
Q4 | $1.28M | Sell |
6,162
-732
| -11% | -$152K | 0.13% | 110 |
|
|
2020
Q3 | $1.36M | Buy |
6,894
+69
| +1% | +$13.6K | 0.15% | 95 |
|
|
2020
Q2 | $1.15M | Buy |
6,825
+518
| +8% | +$87.6K | 0.14% | 102 |
|
|
2020
Q1 | $890K | Sell |
6,307
-469
| -7% | -$66.2K | 0.09% | 98 |
|
|
2019
Q4 | $1.23M | Buy |
6,776
+30
| +0.4% | +$5.42K | 0.16% | 92 |
|
|
2019
Q3 | $1.09M | Sell |
6,746
-455
| -6% | -$73.7K | 0.14% | 93 |
|
|
2019
Q2 | $1.22M | Buy |
7,201
+996
| +16% | +$168K | 0.15% | 83 |
|
|
2019
Q1 | $1.04M | Sell |
6,205
-245
| -4% | -$40.9K | 0.12% | 90 |
|
|
2018
Q4 | $892K | Sell |
6,450
-1,173
| -15% | -$162K | 0.12% | 93 |
|
|
2018
Q3 | $1.24M | Buy |
7,623
+220
| +3% | +$35.8K | 0.14% | 90 |
|
|
2018
Q2 | $1.05M | Buy |
7,403
+201
| +3% | +$28.5K | 0.13% | 93 |
|
|
2018
Q1 | $968K | Sell |
7,202
-982
| -12% | -$132K | 0.13% | 95 |
|
|
2017
Q4 | $1.1M | Buy |
8,184
+2,345
| +40% | +$315K | 0.15% | 85 |
|
|
2017
Q3 | $677K | Sell |
5,839
-533
| -8% | -$61.8K | 0.07% | 123 |
|
|
2017
Q2 | $694K | Sell |
6,372
-1,094
| -15% | -$119K | 0.08% | 121 |
|
|
2017
Q1 | $791K | Buy |
7,466
+850
| +13% | +$90.1K | 0.09% | 109 |
|
|
2016
Q4 | $686K | Buy |
6,616
+225
| +4% | +$23.3K | 0.09% | 123 |
|
|
2016
Q3 | $623K | Buy |
6,391
+706
| +12% | +$68.8K | 0.07% | 129 |
|
|
2016
Q2 | $496K | Buy |
5,685
+315
| +6% | +$27.5K | 0.06% | 141 |
|
|
2016
Q1 | $427K | Sell |
5,370
-736
| -12% | -$58.5K | 0.09% | 168 |
|
|
2015
Q4 | $477K | Sell |
6,106
-443
| -7% | -$34.6K | 0.12% | 152 |
|
|
2015
Q3 | $579K | Buy |
6,549
+359
| +6% | +$31.7K | 0.16% | 121 |
|
|
2015
Q2 | $590K | Buy |
6,190
+43
| +0.7% | +$4.1K | 0.16% | 118 |
|
|
2015
Q1 | $666K | Buy |
6,147
+666
| +12% | +$72.2K | 0.2% | 98 |
|
|
2014
Q4 | $653K | Sell |
5,481
-64
| -1% | -$7.63K | 0.25% | 87 |
|
|
2014
Q3 | $601K | Buy |
5,545
+1,855
| +50% | +$201K | 0.25% | 87 |
|
|
2014
Q2 | $368K | Buy |
3,690
+648
| +21% | +$64.6K | 0.17% | 113 |
|
|
2014
Q1 | $285K | Buy |
+3,042
| New | +$285K | 0.17% | 116 |
|