Cornerstone 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 | $1.28M | Buy |
5,543
+218
| +4% | +$50.2K | 0.08% | 215 |
|
|
2025
Q1 | $1.26M | Sell |
5,325
-31
| -0.6% | -$7.32K | 0.09% | 201 |
|
|
2024
Q4 | $1.22M | Buy |
5,356
+2,296
| +75% | +$524K | 0.08% | 199 |
|
|
2024
Q3 | $754K | Sell |
3,060
-31
| -1% | -$7.64K | 0.05% | 264 |
|
|
2024
Q2 | $699K | Sell |
3,091
-512
| -14% | -$116K | 0.05% | 260 |
|
|
2024
Q1 | $886K | Sell |
3,603
-388
| -10% | -$95.4K | 0.07% | 224 |
|
|
2023
Q4 | $980K | Sell |
3,991
-1,076
| -21% | -$264K | 0.08% | 199 |
|
|
2023
Q3 | $1.03M | Sell |
5,067
-180
| -3% | -$36.7K | 0.1% | 175 |
|
|
2023
Q2 | $1.07M | Buy |
5,247
+370
| +8% | +$75.7K | 0.1% | 169 |
|
|
2023
Q1 | $982K | Buy |
+4,877
| New | +$982K | 0.1% | 180 |
|
|
2022
Q3 | $957K | Sell |
4,911
-2
| -0% | -$390 | 0.11% | 164 |
|
|
2022
Q2 | $1.05M | Buy |
4,913
+2
| +0% | +$427 | 0.12% | 159 |
|
|
2022
Q1 | $1.34M | Buy |
4,911
+31
| +0.6% | +$8.47K | 0.13% | 143 |
|
|
2021
Q4 | $1.23M | Buy |
4,880
+135
| +3% | +$34K | 0.12% | 161 |
|
|
2021
Q3 | $930K | Buy |
4,745
+26
| +0.6% | +$5.1K | 0.1% | 191 |
|
|
2021
Q2 | $1.04M | Sell |
4,719
-211
| -4% | -$46.4K | 0.11% | 182 |
|
|
2021
Q1 | $1.09M | Buy |
4,930
+22
| +0.4% | +$4.85K | 0.13% | 163 |
|
|
2020
Q4 | $1.02M | Buy |
4,908
+339
| +7% | +$70.6K | 0.13% | 153 |
|
|
2020
Q3 | $900K | Sell |
4,569
-958
| -17% | -$189K | 0.13% | 151 |
|
|
2020
Q2 | $934K | Sell |
5,527
-124
| -2% | -$21K | 0.15% | 143 |
|
|
2020
Q1 | $797K | Sell |
5,651
-61
| -1% | -$8.6K | 0.15% | 131 |
|
|
2019
Q4 | $1.03M | Buy |
5,712
+136
| +2% | +$24.6K | 0.17% | 127 |
|
|
2019
Q3 | $903K | Buy |
5,576
+182
| +3% | +$29.5K | 0.16% | 137 |
|
|
2019
Q2 | $911K | Buy |
5,394
+459
| +9% | +$77.5K | 0.16% | 136 |
|
|
2019
Q1 | $455K | Sell |
4,935
-305
| -6% | -$28.1K | 0.06% | 286 |
|
|
2018
Q4 | $724K | Sell |
5,240
-305,029
| -98% | -$42.1M | 0.15% | 139 |
|
|
2018
Q3 | $2.72M | Sell |
310,269
-431,926
| -58% | -$3.79M | 0.03% | 416 |
|
|
2018
Q2 | $5.19M | Buy |
742,195
+737,050
| +14,326% | +$5.15M | 0.06% | 308 |
|
|
2018
Q1 | $686K | Buy |
5,145
+2,496
| +94% | +$333K | 0.13% | 156 |
|
|
2017
Q4 | $367K | Sell |
2,649
-75
| -3% | -$10.4K | 0.07% | 273 |
|
|
2017
Q3 | $310K | Buy |
2,724
+28
| +1% | +$3.19K | 0.06% | 280 |
|
|
2017
Q2 | $292K | Buy |
2,696
+79
| +3% | +$8.56K | 0.07% | 291 |
|
|
2017
Q1 | $278K | Buy |
2,617
+229
| +10% | +$24.3K | 0.07% | 262 |
|
|
2016
Q4 | $245K | Buy |
2,388
+104
| +5% | +$10.7K | 0.08% | 236 |
|
|
2016
Q3 | $221K | Buy |
+2,284
| New | +$221K | 0.08% | 237 |
|