Darwin Wealth Management’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 | $63.3K | Buy |
275
+2
| +0.7% | +$461 | 0.02% | 193 |
|
|
2025
Q1 | $62.4K | Hold |
273
| – | – | 0.02% | 204 |
|
|
2024
Q4 | $62.4K | Sell |
273
-130
| -32% | -$29.7K | 0.02% | 204 |
|
|
2024
Q3 | $99.3K | Buy |
+403
| New | +$99.3K | 0.03% | 189 |
|
|
2022
Q2 | – | Sell |
-1,069
| Closed | -$292K | – | 180 |
|
|
2022
Q1 | $292K | Sell |
1,069
-75
| -7% | -$20.5K | 0.05% | 147 |
|
|
2021
Q4 | $277K | Buy |
1,144
+2
| +0.2% | +$484 | 0.04% | 151 |
|
|
2021
Q3 | $224K | Sell |
1,142
-149
| -12% | -$29.2K | 0.04% | 154 |
|
|
2021
Q2 | $284K | Sell |
1,291
-20
| -2% | -$4.4K | 0.05% | 146 |
|
|
2021
Q1 | $289K | Sell |
1,311
-15
| -1% | -$3.31K | 0.05% | 138 |
|
|
2020
Q4 | $276K | Buy |
1,326
+222
| +20% | +$46.2K | 0.05% | 142 |
|
|
2020
Q3 | $217K | Buy |
+1,104
| New | +$217K | 0.05% | 144 |
|
|
2020
Q2 | – | Sell |
-1,500
| Closed | -$211K | – | 738 |
|
|
2020
Q1 | $211K | Sell |
1,500
-27
| -2% | -$3.8K | 0.07% | 129 |
|
|
2019
Q4 | $276K | Sell |
1,527
-15,633
| -91% | -$2.83M | 0.07% | 134 |
|
|
2019
Q3 | $2.78M | Buy |
17,160
+975
| +6% | +$158K | 0.82% | 48 |
|
|
2019
Q2 | $2.74M | Sell |
16,185
-440
| -3% | -$74.4K | 0.85% | 44 |
|
|
2019
Q1 | $2.78M | Buy |
+16,625
| New | +$2.78M | 0.92% | 36 |
|
|
2018
Q4 | – | Sell |
-1,935
| Closed | -$318K | – | 126 |
|
|
2018
Q3 | $318K | Buy |
+1,935
| New | +$318K | 0.18% | 93 |
|
|
2018
Q1 | – | Sell |
-17,818
| Closed | -$2.39M | – | 154 |
|
|
2017
Q4 | $2.39M | Buy |
+17,818
| New | +$2.39M | 1.02% | 31 |
|
|
2017
Q3 | – | Sell |
-17,019
| Closed | -$1.85M | – | 124 |
|
|
2017
Q2 | $1.85M | Sell |
17,019
-1,124
| -6% | -$122K | 1.02% | 41 |
|
|
2017
Q1 | $1.92M | Buy |
18,143
+784
| +5% | +$83.1K | 1.12% | 37 |
|
|
2016
Q4 | $1.8M | Buy |
+17,359
| New | +$1.8M | 1.21% | 31 |
|