Congress Wealth Management’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 | $6.38M | Buy |
27,749
+508
| +2% | +$117K | 0.06% | 339 |
|
|
2025
Q1 | $6.43M | Buy |
27,241
+19,770
| +265% | +$4.67M | 0.08% | 284 |
|
|
2024
Q4 | $1.7M | Buy |
7,471
+403
| +6% | +$91.9K | 0.02% | 435 |
|
|
2024
Q3 | $1.74M | Buy |
7,068
+1,923
| +37% | +$474K | 0.02% | 445 |
|
|
2024
Q2 | $1.16M | Sell |
5,145
-323
| -6% | -$73.1K | 0.02% | 408 |
|
|
2024
Q1 | $1.35M | Sell |
5,468
-37
| -0.7% | -$9.1K | 0.02% | 354 |
|
|
2023
Q4 | $1.35M | Buy |
5,505
+166
| +3% | +$40.8K | 0.02% | 356 |
|
|
2023
Q3 | $1.09M | Buy |
5,339
+43
| +0.8% | +$8.76K | 0.02% | 365 |
|
|
2023
Q2 | $1.08M | Sell |
5,296
-1,855
| -26% | -$380K | 0.03% | 330 |
|
|
2023
Q1 | $1.44M | Sell |
7,151
-301
| -4% | -$60.6K | 0.03% | 305 |
|
|
2022
Q4 | $1.54M | Buy |
7,452
+386
| +5% | +$79.9K | 0.04% | 291 |
|
|
2022
Q3 | $1.38M | Sell |
7,066
-322
| -4% | -$62.8K | 0.04% | 300 |
|
|
2022
Q2 | $1.58M | Buy |
7,388
+171
| +2% | +$36.5K | 0.04% | 298 |
|
|
2022
Q1 | $1.97M | Buy |
7,217
+1,583
| +28% | +$433K | 0.04% | 293 |
|
|
2021
Q4 | $1.42M | Buy |
+5,634
| New | +$1.42M | 0.03% | 334 |
|