CVA Family Office’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 | $691K | Sell |
3,003
-154
| -5% | -$35.4K | 0.1% | 129 |
|
|
2025
Q1 | $746K | Buy |
3,157
+129
| +4% | +$30.5K | 0.11% | 118 |
|
|
2024
Q4 | $691K | Buy |
3,028
+27
| +0.9% | +$6.16K | 0.11% | 124 |
|
|
2024
Q3 | $740K | Buy |
3,001
+23
| +0.8% | +$5.67K | 0.12% | 115 |
|
|
2024
Q2 | $674K | Sell |
2,978
-27
| -0.9% | -$6.11K | 0.12% | 115 |
|
|
2024
Q1 | $739K | Buy |
3,005
+2
| +0.1% | +$492 | 0.13% | 108 |
|
|
2023
Q4 | $738K | Sell |
3,003
-37
| -1% | -$9.09K | 0.14% | 105 |
|
|
2023
Q3 | $619K | Buy |
3,040
+44
| +1% | +$8.96K | 0.14% | 109 |
|
|
2023
Q2 | $613K | Buy |
2,996
+238
| +9% | +$48.7K | 0.13% | 114 |
|
|
2023
Q1 | $555K | Buy |
2,758
+281
| +11% | +$56.6K | 0.12% | 116 |
|
|
2022
Q4 | $513K | Sell |
2,477
-268
| -10% | -$55.5K | 0.12% | 112 |
|
|
2022
Q3 | $535K | Sell |
2,745
-565
| -17% | -$110K | 0.15% | 104 |
|
|
2022
Q2 | $706K | Buy |
3,310
+40
| +1% | +$8.53K | 0.19% | 86 |
|
|
2022
Q1 | $893K | Buy |
3,270
+320
| +11% | +$87.4K | 0.21% | 73 |
|
|
2021
Q4 | $743K | Buy |
2,950
+744
| +34% | +$187K | 0.18% | 80 |
|
|
2021
Q3 | $434K | Sell |
2,206
-809
| -27% | -$159K | 0.31% | 56 |
|
|
2021
Q2 | $663K | Buy |
3,015
+264
| +10% | +$58.1K | 0.19% | 77 |
|
|
2021
Q1 | $606K | Buy |
2,751
+545
| +25% | +$120K | 0.23% | 63 |
|
|
2020
Q4 | $459K | Hold |
2,206
| – | – | 0.28% | 58 |
|
|
2020
Q3 | $434K | Hold |
2,206
| – | – | 0.31% | 56 |
|
|
2020
Q2 | $373K | Hold |
2,206
| – | – | 0.31% | 56 |
|
|
2020
Q1 | $311K | Hold |
2,206
| – | – | 0.32% | 59 |
|
|
2019
Q4 | $399K | Buy |
+2,206
| New | +$399K | 0.37% | 49 |
|