CPC
Consolidated Planning Corp’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-25,813
| Closed | -$5.89M | – | 218 |
|
|
2024
Q4 | $5.89M | Buy |
25,813
+867
| +3% | +$198K | 0.8% | 40 |
|
|
2024
Q3 | $6.15M | Buy |
24,946
+750
| +3% | +$185K | 0.91% | 36 |
|
|
2024
Q2 | $5.47M | Buy |
24,196
+3,929
| +19% | +$889K | 0.9% | 34 |
|
|
2024
Q1 | $4.98M | Buy |
20,267
+168
| +0.8% | +$41.3K | 0.85% | 38 |
|
|
2023
Q4 | $4.94M | Buy |
20,099
+867
| +5% | +$213K | 0.92% | 31 |
|
|
2023
Q3 | $3.92M | Buy |
19,232
+661
| +4% | +$135K | 0.87% | 38 |
|
|
2023
Q2 | $3.8M | Buy |
18,571
+387
| +2% | +$79.1K | 0.8% | 43 |
|
|
2023
Q1 | $3.66M | Sell |
18,184
-1,945
| -10% | -$391K | 0.95% | 36 |
|
|
2022
Q4 | $4.17M | Buy |
20,129
+1,198
| +6% | +$248K | 1.15% | 25 |
|
|
2022
Q3 | $3.69M | Buy |
18,931
+611
| +3% | +$119K | 1.15% | 26 |
|
|
2022
Q2 | $3.91M | Buy |
+18,320
| New | +$3.91M | 1.22% | 24 |
|
|
2021
Q4 | – | Sell |
-682
| Closed | -$134K | – | 418 |
|
|
2021
Q3 | $134K | Buy |
+682
| New | +$134K | 0.09% | 80 |
|