D.L. Carlson Investment Group’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $374K | Sell |
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|
2025
Q1 | $468K | Sell |
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|
2024
Q4 | $458K | Buy |
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|
2024
Q3 | $403K | Sell |
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|
2024
Q2 | $434K | Buy |
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|
2024
Q1 | $468K | Buy |
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|
2023
Q4 | $469K | Buy |
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|
2023
Q3 | $366K | Sell |
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|
2023
Q2 | $376K | Sell |
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|
2023
Q1 | $388K | Buy |
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|
2022
Q4 | $372K | Sell |
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|
2022
Q3 | $353K | Sell |
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|
2022
Q2 | $412K | Hold |
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|
2022
Q1 | $528K | Sell |
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|
2021
Q4 | $508K | Hold |
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|
2021
Q3 | $395K | Hold |
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|
2021
Q2 | $443K | Sell |
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|
2021
Q1 | $489K | Hold |
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|
2020
Q4 | $462K | Buy |
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|
2020
Q3 | $434K | Buy |
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|
2020
Q2 | $353K | Sell |
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|
2020
Q1 | $303K | Hold |
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|
2019
Q4 | $389K | Hold |
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|
2019
Q3 | $348K | Hold |
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|
2019
Q2 | $364K | Hold |
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|
2019
Q1 | $359K | Sell |
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|
2018
Q4 | $299K | Sell |
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|
2018
Q3 | $365K | Sell |
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|
2018
Q2 | $332K | Buy |
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|
2018
Q1 | $284K | Sell |
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|
2017
Q4 | $295K | Hold |
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|
2017
Q3 | $255K | Hold |
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|
2017
Q2 | $240K | Sell |
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|
2017
Q1 | $244K | Sell |
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|
2016
Q4 | $251K | Hold |
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|
2016
Q3 | $237K | Hold |
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|
2016
Q2 | $212K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $3.06M | Sell |
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|
2015
Q3 | $3.79M | Sell |
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|
2015
Q2 | $4.15M | Sell |
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|
2015
Q1 | $4.72M | Sell |
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|
2014
Q4 | $5.85M | Sell |
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|
2014
Q3 | $5.98M | Buy |
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|
2014
Q2 | $5.07M | Buy |
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|
2014
Q1 | $706K | Sell |
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|
2013
Q4 | $637K | Sell |
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|
2013
Q3 | $667K | Sell |
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|
2013
Q2 | $675K | Buy |
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