Creative Planning’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $62.9M | Sell |
273,289
-13,073
| -5% | -$3.01M | 0.05% | 139 |
|
|
2025
Q1 | $67.7M | Buy |
286,362
+19,299
| +7% | +$4.56M | 0.06% | 126 |
|
|
2024
Q4 | $60.9M | Buy |
267,063
+8,773
| +3% | +$2M | 0.06% | 124 |
|
|
2024
Q3 | $62.4M | Buy |
258,290
+11,272
| +5% | +$2.72M | 0.06% | 121 |
|
|
2024
Q2 | $55.9M | Buy |
247,018
+7,000
| +3% | +$1.58M | 0.06% | 121 |
|
|
2024
Q1 | $59M | Buy |
240,018
+9,221
| +4% | +$2.27M | 0.07% | 116 |
|
|
2023
Q4 | $56.7M | Buy |
230,797
+344
| +0.1% | +$84.5K | 0.11% | 112 |
|
|
2023
Q3 | $46.9M | Buy |
230,453
+1,942
| +0.8% | +$395K | 0.06% | 130 |
|
|
2023
Q2 | $46.8M | Buy |
228,511
+6,081
| +3% | +$1.24M | 0.06% | 121 |
|
|
2023
Q1 | $44.8M | Sell |
222,430
-4,159
| -2% | -$837K | 0.06% | 123 |
|
|
2022
Q4 | $46.9M | Buy |
226,589
+12,782
| +6% | +$2.65M | 0.07% | 117 |
|
|
2022
Q3 | $41.7M | Sell |
213,807
-8,187
| -4% | -$1.59M | 0.07% | 110 |
|
|
2022
Q2 | $47.3M | Buy |
221,994
+39,362
| +22% | +$8.4M | 0.08% | 111 |
|
|
2022
Q1 | $49.9M | Sell |
182,632
-8,470
| -4% | -$2.31M | 0.08% | 110 |
|
|
2021
Q4 | $48.1M | Sell |
191,102
-68,071
| -26% | -$17.1M | 0.08% | 101 |
|
|
2021
Q3 | $50.8M | Sell |
259,173
-1,629
| -0.6% | -$319K | 0.09% | 91 |
|
|
2021
Q2 | $57.4M | Buy |
260,802
+266
| +0.1% | +$58.5K | 0.1% | 82 |
|
|
2021
Q1 | $57.4M | Buy |
260,536
+2,477
| +1% | +$546K | 0.12% | 78 |
|
|
2020
Q4 | $53.7M | Buy |
258,059
+10,865
| +4% | +$2.26M | 0.12% | 75 |
|
|
2020
Q3 | $48.6M | Buy |
247,194
+6,753
| +3% | +$1.33M | 0.13% | 71 |
|
|
2020
Q2 | $40.7M | Buy |
240,441
+1,690
| +0.7% | +$286K | 0.12% | 73 |
|
|
2020
Q1 | $33.7M | Sell |
238,751
-8,545
| -3% | -$1.21M | 0.12% | 71 |
|
|
2019
Q4 | $44.7M | Sell |
247,296
-150
| -0.1% | -$27.1K | 0.13% | 69 |
|
|
2019
Q3 | $40.1M | Buy |
247,446
+4,663
| +2% | +$755K | 0.13% | 70 |
|
|
2019
Q2 | $41.1M | Buy |
242,783
+144
| +0.1% | +$24.4K | 0.14% | 67 |
|
|
2019
Q1 | $40.6M | Buy |
242,639
+2,771
| +1% | +$463K | 0.15% | 65 |
|
|
2018
Q4 | $33.2M | Buy |
239,868
+7,387
| +3% | +$1.02M | 0.14% | 67 |
|
|
2018
Q3 | $37.9M | Sell |
232,481
-1,234
| -0.5% | -$201K | 0.14% | 65 |
|
|
2018
Q2 | $33.1M | Buy |
233,715
+7,060
| +3% | +$1M | 0.13% | 66 |
|
|
2018
Q1 | $30.5M | Sell |
226,655
-1,843
| -0.8% | -$248K | 0.12% | 70 |
|
|
2017
Q4 | $30.6M | Sell |
228,498
-707
| -0.3% | -$94.8K | 0.13% | 69 |
|
|
2017
Q3 | $26.6M | Sell |
229,205
-14,834
| -6% | -$1.72M | 0.12% | 77 |
|
|
2017
Q2 | $26.6M | Sell |
244,039
-4,211
| -2% | -$459K | 0.13% | 72 |
|
|
2017
Q1 | $26.3M | Buy |
248,250
+41,539
| +20% | +$4.4M | 0.14% | 69 |
|
|
2016
Q4 | $21.4M | Buy |
206,711
+47,820
| +30% | +$4.96M | 0.13% | 80 |
|
|
2016
Q3 | $15.5M | Buy |
158,891
+38,167
| +32% | +$3.72M | 0.1% | 97 |
|
|
2016
Q2 | $10.5M | Buy |
120,724
+35,087
| +41% | +$3.06M | 0.08% | 102 |
|
|
2016
Q1 | $6.81M | Sell |
85,637
-2,750
| -3% | -$219K | 0.05% | 131 |
|
|
2015
Q4 | $6.91M | Sell |
88,387
-3,848
| -4% | -$301K | 0.06% | 129 |
|
|
2015
Q3 | $8.16M | Buy |
92,235
+14,361
| +18% | +$1.27M | 0.07% | 114 |
|
|
2015
Q2 | $7.43M | Buy |
77,874
+2,361
| +3% | +$225K | 0.07% | 121 |
|
|
2015
Q1 | $8.18M | Sell |
75,513
-3,186
| -4% | -$345K | 0.08% | 108 |
|
|
2014
Q4 | $9.38M | Buy |
78,699
+11,366
| +17% | +$1.35M | 0.1% | 98 |
|
|
2014
Q3 | $7.3M | Buy |
67,333
+10,717
| +19% | +$1.16M | 0.08% | 105 |
|
|
2014
Q2 | $5.65M | Buy |
56,616
+29,344
| +108% | +$2.93M | 0.07% | 114 |
|
|
2014
Q1 | $5.12M | Sell |
27,272
-13,024
| -32% | -$2.44M | 0.08% | 104 |
|
|
2013
Q4 | $6.77M | Buy |
40,296
+1,392
| +4% | +$234K | 0.12% | 87 |
|
|
2013
Q3 | $6.04M | Buy |
38,904
+6,234
| +19% | +$968K | 0.12% | 79 |
|
|
2013
Q2 | $5.04M | Buy |
+32,670
| New | +$5.04M | 0.12% | 80 |
|