Cherry Tree Wealth Management’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 | $91.5K | Sell |
398
-15
| -4% | -$3.45K | 0.02% | 223 |
|
|
2025
Q1 | $97.4K | Hold |
413
| – | – | 0.02% | 212 |
|
|
2024
Q4 | $94.1K | Hold |
413
| – | – | 0.02% | 214 |
|
|
2024
Q3 | $102K | Hold |
413
| – | – | 0.02% | 212 |
|
|
2024
Q2 | $93.3K | Buy |
413
+15
| +4% | +$3.39K | 0.02% | 212 |
|
|
2024
Q1 | $97.8K | Sell |
398
-21
| -5% | -$5.16K | 0.02% | 209 |
|
|
2023
Q4 | $103K | Hold |
419
| – | – | 0.03% | 194 |
|
|
2023
Q3 | $85.2K | Buy |
419
+48
| +13% | +$9.76K | 0.03% | 199 |
|
|
2023
Q2 | $75.8K | Buy |
+371
| New | +$75.8K | 0.02% | 209 |
|