Claro Advisors’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 | $277K | Sell |
1,205
-674
| -36% | -$155K | 0.05% | 311 |
|
|
2025
Q1 | $444K | Buy |
1,879
+303
| +19% | +$71.6K | 0.06% | 293 |
|
|
2024
Q4 | $359K | Sell |
1,576
-585
| -27% | -$133K | 0.05% | 313 |
|
|
2024
Q3 | $533K | Buy |
2,161
+1,006
| +87% | +$248K | 0.07% | 259 |
|
|
2024
Q2 | $261K | Sell |
1,155
-59
| -5% | -$13.4K | 0.04% | 349 |
|
|
2024
Q1 | $299K | Buy |
1,214
+217
| +22% | +$53.4K | 0.05% | 322 |
|
|
2023
Q4 | $245K | Buy |
+997
| New | +$245K | 0.05% | 327 |
|
|
2019
Q1 | – | Sell |
-105
| Closed | -$17K | – | 876 |
|
|
2018
Q4 | $17K | Buy |
+105
| New | +$17K | 0.01% | 583 |
|