Commonwealth Financial Services’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 | $318K | Sell |
1,382
-32
| -2% | -$7.36K | 0.06% | 152 |
|
|
2025
Q1 | $334K | Buy |
1,414
+21
| +2% | +$4.96K | 0.07% | 140 |
|
|
2024
Q4 | $318K | Buy |
1,393
+203
| +17% | +$46.3K | 0.06% | 143 |
|
|
2024
Q3 | $292K | Buy |
1,190
+16
| +1% | +$3.93K | 0.06% | 155 |
|
|
2024
Q2 | $262K | Hold |
1,174
| – | – | 0.05% | 159 |
|
|
2024
Q1 | $288K | Hold |
1,174
| – | – | 0.07% | 141 |
|
|
2023
Q4 | $288K | Hold |
1,174
| – | – | 0.07% | 141 |
|
|
2023
Q3 | $239K | Buy |
+1,174
| New | +$239K | 0.07% | 160 |
|
|
2017
Q1 | $43K | Hold |
400
| – | – | 0.05% | 108 |
|
|
2016
Q4 | $43K | Hold |
400
| – | – | 0.04% | 97 |
|
|
2016
Q3 | $39K | Hold |
400
| – | – | 0.04% | 93 |
|
|
2016
Q2 | $35K | Hold |
400
| – | – | 0.04% | 101 |
|
|
2016
Q1 | $32K | Hold |
400
| – | – | 0.05% | 95 |
|
|
2015
Q4 | $31K | Hold |
400
| – | – | 0.11% | 90 |
|
|
2015
Q3 | $35K | Hold |
400
| – | – | 0.04% | 90 |
|
|
2015
Q2 | $38K | Hold |
400
| – | – | 0.04% | 99 |
|
|
2015
Q1 | $43K | Hold |
400
| – | – | 0.04% | 97 |
|
|
2014
Q4 | $48K | Buy |
+400
| New | +$48K | 0.04% | 85 |
|