Daymark 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 | $5.08M | Buy |
22,085
+327
| +2% | +$75.2K | 0.19% | 99 |
|
|
2025
Q1 | $5.14M | Sell |
21,758
-2,417
| -10% | -$571K | 0.22% | 94 |
|
|
2024
Q4 | $5.51M | Sell |
24,175
-1,573
| -6% | -$359K | 0.23% | 92 |
|
|
2024
Q3 | $6.35M | Sell |
25,748
-193
| -0.7% | -$47.6K | 0.27% | 84 |
|
|
2024
Q2 | $5.87M | Sell |
25,941
-155
| -0.6% | -$35.1K | 0.27% | 80 |
|
|
2024
Q1 | $6.42M | Buy |
26,096
+98
| +0.4% | +$24.1K | 0.35% | 69 |
|
|
2023
Q4 | $6.39M | Sell |
25,998
-585
| -2% | -$144K | 0.39% | 58 |
|
|
2023
Q3 | $5.41M | Sell |
26,583
-121
| -0.5% | -$24.6K | 0.37% | 61 |
|
|
2023
Q2 | $5.46M | Buy |
26,704
+2,388
| +10% | +$489K | 0.41% | 59 |
|
|
2023
Q1 | $4.89M | Buy |
24,316
+8,421
| +53% | +$1.69M | 0.65% | 35 |
|
|
2022
Q4 | $3.29M | Buy |
+15,895
| New | +$3.29M | 0.58% | 40 |
|