Compass 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
$25.5K Sell
111
-23
-17% -$5.29K 0.01% 136
2025
Q1
$31.7K Buy
134
+23
+21% +$5.43K 0.02% 111
2024
Q4
$25.3K Buy
+111
New +$25.3K 0.01% 96