Coyle Financial Counsel’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 | $278K | Buy |
1,210
+2
| +0.2% | +$460 | 0.07% | 76 |
|
|
2025
Q1 | $285K | Buy |
1,208
+2
| +0.2% | +$472 | 0.09% | 63 |
|
|
2024
Q4 | $275K | Buy |
1,206
+6
| +0.5% | +$1.37K | 0.09% | 66 |
|
|
2024
Q3 | $272K | Sell |
1,200
-59
| -5% | -$13.3K | 0.09% | 60 |
|
|
2024
Q2 | $310K | Hold |
1,259
| – | – | 0.11% | 55 |
|
|
2024
Q1 | $310K | Buy |
1,259
+59
| +5% | +$14.5K | 0.11% | 55 |
|
|
2023
Q4 | $295K | Hold |
1,200
| – | – | 0.11% | 54 |
|
|
2023
Q3 | $244K | Hold |
1,200
| – | – | 0.1% | 55 |
|
|
2023
Q2 | $246K | Hold |
1,200
| – | – | 0.11% | 57 |
|
|
2023
Q1 | $242K | Hold |
1,200
| – | – | 0.11% | 57 |
|
|
2022
Q4 | $248K | Hold |
1,200
| – | – | 0.12% | 54 |
|
|
2022
Q3 | $234K | Hold |
1,200
| – | – | 0.16% | 53 |
|
|
2022
Q2 | $256K | Sell |
1,200
-47
| -4% | -$10K | 0.14% | 56 |
|
|
2022
Q1 | $341K | Hold |
1,247
| – | – | 0.18% | 57 |
|
|
2021
Q4 | $314K | Buy |
1,247
+47
| +4% | +$11.8K | 0.18% | 60 |
|
|
2021
Q3 | $235K | Buy |
+1,200
| New | +$235K | 0.14% | 62 |
|
|
2021
Q1 | – | Sell |
-1,040
| Closed | -$217K | – | 62 |
|
|
2020
Q4 | $217K | Buy |
+1,040
| New | +$217K | 0.16% | 54 |
|
|
2020
Q2 | – | Sell |
-1,600
| Closed | -$226K | – | 49 |
|
|
2020
Q1 | $226K | Hold |
1,600
| – | – | 0.28% | 45 |
|
|
2019
Q4 | $289K | Sell |
1,600
-792
| -33% | -$143K | 0.27% | 51 |
|
|
2019
Q3 | $387K | Hold |
2,392
| – | – | 0.39% | 47 |
|
|
2019
Q2 | $405K | Buy |
+2,392
| New | +$405K | 0.36% | 48 |
|
|
2018
Q3 | – | Sell |
-64
| Closed | -$9K | – | 284 |
|
|
2018
Q2 | $9K | Buy |
+64
| New | +$9K | 0.01% | 119 |
|