Doliver Advisors’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 | $283K | Sell |
1,229
-84
| -6% | -$19.3K | 0.08% | 148 |
|
|
2025
Q1 | $310K | Buy |
1,313
+285
| +28% | +$67.3K | 0.09% | 134 |
|
|
2024
Q4 | $234K | Sell |
1,028
-245
| -19% | -$55.9K | 0.07% | 146 |
|
|
2024
Q3 | $314K | Sell |
1,273
-68
| -5% | -$16.8K | 0.09% | 123 |
|
|
2024
Q2 | $303K | Sell |
1,341
-142
| -10% | -$32.1K | 0.08% | 121 |
|
|
2024
Q1 | $365K | Sell |
1,483
-105
| -7% | -$25.8K | 0.1% | 114 |
|
|
2023
Q4 | $390K | Buy |
1,588
+10
| +0.6% | +$2.46K | 0.12% | 110 |
|
|
2023
Q3 | $321K | Sell |
1,578
-36
| -2% | -$7.33K | 0.1% | 115 |
|
|
2023
Q2 | $330K | Buy |
1,614
+2
| +0.1% | +$409 | 0.1% | 130 |
|
|
2023
Q1 | $324K | Buy |
+1,612
| New | +$324K | 0.1% | 122 |
|