Creative Planning’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.9M | Sell |
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|
2025
Q1 | $67.7M | Buy |
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|
2024
Q4 | $60.9M | Buy |
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|
2024
Q3 | $62.4M | Buy |
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|
2024
Q2 | $55.9M | Buy |
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|
2024
Q1 | $59M | Buy |
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|
2023
Q4 | $56.7M | Buy |
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|
2023
Q3 | $46.9M | Buy |
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|
2023
Q2 | $46.8M | Buy |
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|
2023
Q1 | $44.8M | Sell |
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|
2022
Q4 | $46.9M | Buy |
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|
2022
Q3 | $41.7M | Sell |
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|
2022
Q2 | $47.3M | Buy |
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|
2022
Q1 | $49.9M | Sell |
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|
2021
Q4 | $48.1M | Sell |
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|
2021
Q3 | $50.8M | Sell |
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|
2021
Q2 | $57.4M | Buy |
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|
2021
Q1 | $57.4M | Buy |
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|
2020
Q4 | $53.7M | Buy |
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|
2020
Q3 | $48.6M | Buy |
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|
2020
Q2 | $40.7M | Buy |
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|
2020
Q1 | $33.7M | Sell |
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|
2019
Q4 | $44.7M | Sell |
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|
2019
Q3 | $40.1M | Buy |
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|
2019
Q2 | $41.1M | Buy |
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|
2019
Q1 | $40.6M | Buy |
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|
2018
Q4 | $33.2M | Buy |
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|
2018
Q3 | $37.9M | Sell |
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|
2018
Q2 | $33.1M | Buy |
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|
2018
Q1 | $30.5M | Sell |
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|
2017
Q4 | $30.6M | Sell |
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|
2017
Q3 | $26.6M | Sell |
|
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|
2017
Q2 | $26.6M | Sell |
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|
2017
Q1 | $26.3M | Buy |
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|
2016
Q4 | $21.4M | Buy |
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|
2016
Q3 | $15.5M | Buy |
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|
2016
Q2 | $10.5M | Buy |
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|
2016
Q1 | $6.81M | Sell |
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|
2015
Q4 | $6.91M | Sell |
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|
2015
Q3 | $8.15M | Buy |
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|
2015
Q2 | $7.43M | Buy |
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|
2015
Q1 | $8.18M | Sell |
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|
2014
Q4 | $9.38M | Buy |
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|
2014
Q3 | $7.3M | Buy |
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|
2014
Q2 | $5.65M | Buy |
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|
2014
Q1 | $5.12M | Sell |
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|
2013
Q4 | $6.77M | Buy |
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|
2013
Q3 | $6.04M | Buy |
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|
2013
Q2 | $5.04M | Buy |
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