Dopkins 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
Q1 | – | Sell |
-3,190
| Closed | -$727K | – | 88 |
|
|
2024
Q4 | $727K | Hold |
3,190
| – | – | 0.37% | 46 |
|
|
2024
Q3 | $786K | Hold |
3,190
| – | – | 0.63% | 21 |
|
|
2024
Q2 | $722K | Sell |
3,190
-15
| -0.5% | -$3.39K | 0.44% | 32 |
|
|
2024
Q1 | $788K | Buy |
+3,205
| New | +$788K | 0.47% | 29 |
|
|
2023
Q4 | – | Sell |
-3,205
| Closed | -$653K | – | 54 |
|
|
2023
Q3 | $653K | Buy |
+3,205
| New | +$653K | 0.49% | 25 |
|