Cyndeo Wealth Partners’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 | $9.89M | Buy |
42,973
+891
| +2% | +$205K | 0.59% | 42 |
|
|
2025
Q1 | $9.94M | Sell |
42,082
-6,314
| -13% | -$1.49M | 0.65% | 41 |
|
|
2024
Q4 | $11M | Buy |
48,396
+2,321
| +5% | +$529K | 0.75% | 32 |
|
|
2024
Q3 | $11.4M | Buy |
46,075
+15,446
| +50% | +$3.81M | 0.79% | 28 |
|
|
2024
Q2 | $6.93M | Buy |
30,629
+2,521
| +9% | +$570K | 0.54% | 49 |
|
|
2024
Q1 | $6.91M | Sell |
28,108
-5,613
| -17% | -$1.38M | 0.57% | 47 |
|
|
2023
Q4 | $8.28M | Buy |
33,721
+7,888
| +31% | +$1.94M | 0.77% | 28 |
|
|
2023
Q3 | $5.26M | Sell |
25,833
-3,333
| -11% | -$679K | 0.55% | 54 |
|
|
2023
Q2 | $5.97M | Buy |
29,166
+5,915
| +25% | +$1.21M | 0.62% | 51 |
|
|
2023
Q1 | $4.68M | Buy |
23,251
+2,163
| +10% | +$435K | 0.5% | 61 |
|
|
2022
Q4 | $4.37M | Buy |
+21,088
| New | +$4.37M | 0.51% | 64 |
|