Choate Investment Advisors’s Union Pacific UNP Stock Holding History

Choate Investment Advisors’s Portfolio UNP Stock Details UNP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.97M	Buy	16,347 +1,490	+10%	+$365K	0.08%	103
2025 Q4	$3.44M	Sell	14,857 -2,163	-13%	-$494K	0.07%	112
2025 Q3	$4.02M	Sell	17,020 -2,802	-14%	-$632K	0.08%	94
2025 Q2	$4.56M	Sell	19,822 -834	-4%	-$185K	0.1%	83
2025 Q1	$4.88M	Sell	20,656 -10,056	-33%	-$2.42M	0.12%	80
2024 Q4	$7.01M	Sell	30,712 -3,194	-9%	-$756K	0.17%	70
2024 Q3	$8.33M	Sell	33,906 -6,262	-16%	-$1.52M	0.21%	64
2024 Q2	$9.09M	Sell	40,168 -4,425	-10%	-$1.04M	0.24%	57
2024 Q1	$11M	Sell	44,593 -4,487	-9%	-$1.1M	0.3%	44
2023 Q4	$12.1M	Buy	49,080 +29,609	+152%	+$6.51M	0.37%	30
2023 Q3	$3.96M	Buy	19,471 +2,144	+12%	+$467K	0.16%	62
2023 Q2	$3.55M	Buy	17,327 +1,931	+13%	+$384K	0.15%	62
2023 Q1	$3.1M	Sell	15,396 -122	-0.8%	-$24.7K	0.15%	62
2022 Q4	$3.21M	Buy	15,518 +260	+2%	+$53.3K	0.19%	54
2022 Q3	$2.97M	Sell	15,258 -121	-0.8%	-$26.8K	0.2%	52
2022 Q2	$3.28M	Buy	15,379 +840	+6%	+$191K	0.2%	51
2022 Q1	$3.97M	Sell	14,539 -154	-1%	-$38.9K	0.21%	43
2021 Q4	$3.7M	Buy	14,693 +23	+0.2%	+$5.45K	0.22%	48
2021 Q3	$2.88M	Sell	14,670 -915	-6%	-$198K	0.18%	59
2021 Q2	$3.43M	Sell	15,585 -434	-3%	-$96.6K	0.21%	49
2021 Q1	$3.53M	Sell	16,019 -31	-0.2%	-$6.51K	0.22%	44
2020 Q4	$3.34M	Buy	16,050 +1,164	+8%	+$232K	0.2%	45
2020 Q3	$2.93M	Buy	14,886 +200	+1%	+$37.2K	0.19%	49
2020 Q2	$2.48M	Sell	14,686 -133	-0.9%	-$21.3K	0.18%	50
2020 Q1	$2.09M	Sell	14,819 -71	-0.5%	-$11.7K	0.17%	64
2019 Q4	$2.69M	Sell	14,890 -87	-0.6%	-$14.9K	0.16%	66
2019 Q3	$2.43M	Sell	14,977 -217	-1%	-$36.5K	0.15%	70
2019 Q2	$2.57M	Sell	15,194 -120	-0.8%	-$20.6K	0.15%	67
2019 Q1	$2.56M	Buy	15,314 +520	+4%	+$83.7K	0.15%	66
2018 Q4	$2.04M	Sell	14,794 -1,155	-7%	-$171K	0.13%	71
2018 Q3	$2.6M	Buy	15,949 +553	+4%	+$83.2K	0.14%	60
2018 Q2	$2.18M	Sell	15,396 -1,009	-6%	-$141K	0.13%	77
2018 Q1	$2.21M	Sell	16,405 -812	-5%	-$109K	0.12%	76
2017 Q4	$2.31M	Sell	17,217 -462	-3%	-$55.7K	0.12%	79
2017 Q3	$2.05M	Sell	17,679 -141	-0.8%	-$15.1K	0.11%	85
2017 Q2	$1.94M	Sell	17,820 -565	-3%	-$61.6K	0.11%	81
2017 Q1	$1.95M	Sell	18,385 -444	-2%	-$47.4K	0.11%	83
2016 Q4	$1.95M	Buy	18,829 +1,784	+10%	+$175K	0.12%	78
2016 Q3	$1.66M	Buy	17,045 +1,264	+8%	+$118K	0.11%	89
2016 Q2	$1.38M	Sell	15,781 -519	-3%	-$43.9K	0.1%	93
2016 Q1	$1.3M	Sell	16,300 -25,681	-61%	-$1.99M	0.09%	95
2015 Q4	$5M	Buy	41,981 +23,353	+125%	+$2M	0.36%	39
2015 Q3	$1.65M	Buy	18,628 +508	+3%	+$46.4K	0.11%	78
2015 Q2	$1.73M	Sell	18,120 -23,126	-56%	-$2.41M	0.1%	82
2015 Q1	$4.47M	Sell	41,246 -735	-2%	-$86.3K	0.25%	45
2014 Q4	$5M	Sell	41,981 -8,655	-17%	-$994K	0.29%	40
2014 Q3	$5.49M	Sell	50,636 -1,589	-3%	-$165K	0.33%	36
2014 Q2	$5.21M	Sell	52,225 -19,919	-28%	-$1.93M	0.31%	38
2014 Q1	$6.76M	Buy	72,144 +3,964	+6%	+$352K	0.42%	30
2013 Q4	$5.73M	Buy	68,180 +2,832	+4%	+$224K	0.37%	36
2013 Q3	$5.08M	Sell	65,348 -40	-0.1%	-$3.16K	0.38%	38
2013 Q2	$5.04M	Buy	+65,388	New	+$4.93M	0.4%	37