Concord Wealth Partners’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 | $2.93M | Sell |
12,749
-403
| -3% | -$92.7K | 0.43% | 52 |
|
|
2025
Q1 | $3.11M | Sell |
13,152
-530
| -4% | -$125K | 0.51% | 50 |
|
|
2024
Q4 | $3.12M | Buy |
13,682
+782
| +6% | +$178K | 0.51% | 49 |
|
|
2024
Q3 | $3.18M | Buy |
12,900
+654
| +5% | +$161K | 0.53% | 50 |
|
|
2024
Q2 | $2.77M | Buy |
12,246
+1,468
| +14% | +$332K | 0.49% | 51 |
|
|
2024
Q1 | $2.65M | Buy |
10,778
+1,343
| +14% | +$330K | 0.48% | 51 |
|
|
2023
Q4 | $2.32M | Buy |
9,435
+2,027
| +27% | +$498K | 0.46% | 51 |
|
|
2023
Q3 | $1.51M | Buy |
7,408
+4,198
| +131% | +$855K | 0.32% | 54 |
|
|
2023
Q2 | $657K | Buy |
3,210
+1,428
| +80% | +$292K | 0.14% | 91 |
|
|
2023
Q1 | $359K | Buy |
1,782
+420
| +31% | +$84.5K | 0.1% | 104 |
|
|
2022
Q4 | $282K | Sell |
1,362
-1,253
| -48% | -$259K | 0.08% | 129 |
|
|
2022
Q3 | $509K | Sell |
2,615
-224
| -8% | -$43.6K | 0.16% | 87 |
|
|
2022
Q2 | $606K | Buy |
2,839
+106
| +4% | +$22.6K | 0.17% | 87 |
|
|
2022
Q1 | $747K | Buy |
2,733
+138
| +5% | +$37.7K | 0.19% | 74 |
|
|
2021
Q4 | $654K | Buy |
2,595
+1,721
| +197% | +$434K | 0.16% | 79 |
|
|
2021
Q3 | $171K | Sell |
874
-1,360
| -61% | -$266K | 0.07% | 99 |
|
|
2021
Q2 | $491K | Buy |
2,234
+430
| +24% | +$94.5K | 0.14% | 66 |
|
|
2021
Q1 | $398K | Buy |
1,804
+895
| +98% | +$197K | 0.13% | 78 |
|
|
2020
Q4 | $189K | Buy |
+909
| New | +$189K | 0.15% | 79 |
|