CreativeOne Wealth’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 | $3.96M | Buy |
17,211
+113
| +0.7% | +$26K | 0.1% | 181 |
|
|
2025
Q1 | $4.04M | Buy |
17,098
+268
| +2% | +$63.3K | 0.12% | 167 |
|
|
2024
Q4 | $3.84M | Buy |
16,830
+1,023
| +6% | +$233K | 0.12% | 162 |
|
|
2024
Q3 | $3.9M | Buy |
15,807
+1,008
| +7% | +$248K | 0.13% | 142 |
|
|
2024
Q2 | $3.35M | Sell |
14,799
-1,197
| -7% | -$271K | 0.17% | 120 |
|
|
2024
Q1 | $3.93M | Buy |
15,996
+1,098
| +7% | +$270K | 0.16% | 131 |
|
|
2023
Q4 | $3.66M | Sell |
14,898
-162
| -1% | -$39.8K | 0.23% | 89 |
|
|
2023
Q3 | $3.07M | Sell |
15,060
-1,432
| -9% | -$292K | 0.22% | 91 |
|
|
2023
Q2 | $3.37M | Buy |
16,492
+1,825
| +12% | +$373K | 0.16% | 110 |
|
|
2023
Q1 | $2.95M | Buy |
14,667
+3,112
| +27% | +$626K | 0.15% | 120 |
|
|
2022
Q4 | $2.39M | Buy |
11,555
+520
| +5% | +$108K | 0.13% | 140 |
|
|
2022
Q3 | $2.15M | Sell |
11,035
-1,106
| -9% | -$215K | 0.13% | 139 |
|
|
2022
Q2 | $2.59M | Buy |
12,141
+2,342
| +24% | +$499K | 0.14% | 120 |
|
|
2022
Q1 | $2.68M | Buy |
9,799
+2,321
| +31% | +$634K | 0.14% | 119 |
|
|
2021
Q4 | $1.88M | Sell |
7,478
-495
| -6% | -$125K | 0.09% | 196 |
|
|
2021
Q3 | $1.56M | Buy |
7,973
+182
| +2% | +$35.7K | 0.09% | 193 |
|
|
2021
Q2 | $1.71M | Buy |
7,791
+1,925
| +33% | +$423K | 0.11% | 169 |
|
|
2021
Q1 | $1.29M | Buy |
5,866
+2,014
| +52% | +$444K | 0.1% | 174 |
|
|
2020
Q4 | $802K | Buy |
3,852
+253
| +7% | +$52.7K | 0.07% | 211 |
|
|
2020
Q3 | $708K | Buy |
3,599
+223
| +7% | +$43.9K | 0.1% | 124 |
|
|
2020
Q2 | $571K | Buy |
3,376
+8
| +0.2% | +$1.35K | 0.09% | 116 |
|
|
2020
Q1 | $475K | Buy |
3,368
+36
| +1% | +$5.08K | 0.09% | 105 |
|
|
2019
Q4 | $603K | Buy |
3,332
+21
| +0.6% | +$3.8K | 0.1% | 95 |
|
|
2019
Q3 | $537K | Hold |
3,311
| – | – | 0.1% | 87 |
|
|
2019
Q2 | $560K | Buy |
3,311
+41
| +1% | +$6.93K | 0.12% | 86 |
|
|
2019
Q1 | $547K | Hold |
3,270
| – | – | 0.14% | 65 |
|
|
2018
Q4 | $452K | Buy |
3,270
+103
| +3% | +$14.2K | 0.15% | 58 |
|
|
2018
Q3 | $516K | Buy |
3,167
+64
| +2% | +$10.4K | 0.19% | 42 |
|
|
2018
Q2 | $439K | Buy |
3,103
+1
| +0% | +$141 | 0.19% | 36 |
|
|
2018
Q1 | $417K | Buy |
+3,102
| New | +$417K | 0.21% | 32 |
|