Core 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 | $967K | Buy |
4,202
+22
| +0.5% | +$5.06K | 0.49% | 54 |
|
|
2025
Q1 | $987K | Hold |
4,180
| – | – | 0.57% | 44 |
|
|
2024
Q4 | $953K | Hold |
4,180
| – | – | 0.55% | 49 |
|
|
2024
Q3 | $1.03M | Sell |
4,180
-56
| -1% | -$13.8K | 0.62% | 42 |
|
|
2024
Q2 | $958K | Sell |
4,236
-90
| -2% | -$20.4K | 0.65% | 36 |
|
|
2024
Q1 | $1.06M | Buy |
4,326
+118
| +3% | +$29K | 0.8% | 26 |
|
|
2023
Q4 | $1.03M | Hold |
4,208
| – | – | 0.85% | 23 |
|
|
2023
Q3 | $857K | Hold |
4,208
| – | – | 0.78% | 27 |
|
|
2023
Q2 | $861K | Hold |
4,208
| – | – | 0.8% | 30 |
|
|
2023
Q1 | $847K | Buy |
4,208
+2,796
| +198% | +$563K | 0.85% | 27 |
|
|
2022
Q4 | $225K | Buy |
+1,412
| New | +$225K | 0.25% | 88 |
|