Crewe Advisors’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 | $193K | Buy |
839
+5
| +0.6% | +$1.15K | 0.03% | 154 |
|
|
2025
Q1 | $197K | Hold |
834
| – | – | 0.03% | 136 |
|
|
2024
Q4 | $190K | Sell |
834
-121
| -13% | -$27.6K | 0.03% | 147 |
|
|
2024
Q3 | $235K | Sell |
955
-9
| -0.9% | -$2.22K | 0.03% | 137 |
|
|
2024
Q2 | $218K | Sell |
964
-104
| -10% | -$23.5K | 0.02% | 171 |
|
|
2024
Q1 | $263K | Buy |
+1,068
| New | +$263K | 0.03% | 145 |
|
|
2023
Q3 | – | Sell |
-1,069
| Closed | -$219K | – | 901 |
|
|
2023
Q2 | $219K | Sell |
1,069
-81
| -7% | -$16.6K | 0.03% | 132 |
|
|
2023
Q1 | $231K | Buy |
1,150
+335
| +41% | +$67.4K | 0.03% | 142 |
|
|
2022
Q4 | $169K | Sell |
815
-243
| -23% | -$50.3K | 0.03% | 172 |
|
|
2022
Q3 | $206K | Buy |
1,058
+110
| +12% | +$21.4K | 0.04% | 141 |
|
|
2022
Q2 | $202K | Buy |
948
+544
| +135% | +$116K | 0.04% | 127 |
|
|
2022
Q1 | $110K | Buy |
404
+70
| +21% | +$19.1K | 0.02% | 166 |
|
|
2021
Q4 | $84K | Buy |
334
+27
| +9% | +$6.79K | 0.02% | 146 |
|
|
2021
Q3 | $60K | Sell |
307
-48
| -14% | -$9.38K | 0.01% | 144 |
|
|
2021
Q2 | $78K | Hold |
355
| – | – | 0.02% | 124 |
|
|
2021
Q1 | $78K | Hold |
355
| – | – | 0.02% | 118 |
|
|
2020
Q4 | $74K | Sell |
355
-24
| -6% | -$5K | 0.03% | 108 |
|
|
2020
Q3 | $75K | Buy |
379
+42
| +12% | +$8.31K | 0.04% | 100 |
|
|
2020
Q2 | $57K | Hold |
337
| – | – | 0.03% | 101 |
|
|
2020
Q1 | $48K | Sell |
337
-415
| -55% | -$59.1K | 0.03% | 94 |
|
|
2019
Q4 | $136K | Sell |
752
-485
| -39% | -$87.7K | 0.06% | 62 |
|
|
2019
Q3 | $200K | Sell |
1,237
-1,474
| -54% | -$238K | 0.09% | 56 |
|
|
2019
Q2 | $458K | Buy |
2,711
+1,513
| +126% | +$256K | 0.15% | 38 |
|
|
2019
Q1 | $200K | Buy |
1,198
+446
| +59% | +$74.5K | 0.06% | 59 |
|
|
2018
Q4 | $104K | Hold |
752
| – | – | 0.03% | 79 |
|
|
2018
Q3 | $122K | Sell |
752
-70
| -9% | -$11.4K | 0.1% | 78 |
|
|
2018
Q2 | $116K | Buy |
822
+157
| +24% | +$22.2K | 0.11% | 75 |
|
|
2018
Q1 | $89K | Hold |
665
| – | – | 0.09% | 80 |
|
|
2017
Q4 | $89K | Buy |
+665
| New | +$89K | 0.09% | 84 |
|