Douglas Lane & Associates’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 | $657K | Buy |
2,855
+4
| +0.1% | +$920 | 0.01% | 168 |
|
|
2025
Q1 | $674K | Sell |
2,851
-5
| -0.2% | -$1.18K | 0.01% | 170 |
|
|
2024
Q4 | $651K | Buy |
2,856
+132
| +5% | +$30.1K | 0.01% | 174 |
|
|
2024
Q3 | $671K | Sell |
2,724
-64
| -2% | -$15.8K | 0.01% | 173 |
|
|
2024
Q2 | $631K | Sell |
2,788
-95
| -3% | -$21.5K | 0.01% | 174 |
|
|
2024
Q1 | $709K | Sell |
2,883
-756
| -21% | -$186K | 0.01% | 168 |
|
|
2023
Q4 | $894K | Sell |
3,639
-105
| -3% | -$25.8K | 0.01% | 160 |
|
|
2023
Q3 | $762K | Buy |
3,744
+234
| +7% | +$47.6K | 0.01% | 155 |
|
|
2023
Q2 | $718K | Hold |
3,510
| – | – | 0.01% | 161 |
|
|
2023
Q1 | $706K | Sell |
3,510
-116
| -3% | -$23.3K | 0.01% | 163 |
|
|
2022
Q4 | $751K | Hold |
3,626
| – | – | 0.01% | 158 |
|
|
2022
Q3 | $706K | Sell |
3,626
-26
| -0.7% | -$5.06K | 0.01% | 158 |
|
|
2022
Q2 | $779K | Sell |
3,652
-78
| -2% | -$16.6K | 0.01% | 155 |
|
|
2022
Q1 | $1.02M | Sell |
3,730
-266
| -7% | -$72.7K | 0.01% | 153 |
|
|
2021
Q4 | $1.01M | Sell |
3,996
-115
| -3% | -$29K | 0.01% | 155 |
|
|
2021
Q3 | $806K | Sell |
4,111
-295
| -7% | -$57.8K | 0.01% | 156 |
|
|
2021
Q2 | $969K | Buy |
4,406
+10
| +0.2% | +$2.2K | 0.01% | 150 |
|
|
2021
Q1 | $969K | Sell |
4,396
-490
| -10% | -$108K | 0.02% | 145 |
|
|
2020
Q4 | $1.02M | Sell |
4,886
-154
| -3% | -$32.1K | 0.02% | 142 |
|
|
2020
Q3 | $992K | Buy |
5,040
+175
| +4% | +$34.4K | 0.02% | 139 |
|
|
2020
Q2 | $823K | Sell |
4,865
-174
| -3% | -$29.4K | 0.02% | 141 |
|
|
2020
Q1 | $711K | Sell |
5,039
-119
| -2% | -$16.8K | 0.02% | 145 |
|
|
2019
Q4 | $933K | Sell |
5,158
-635
| -11% | -$115K | 0.02% | 146 |
|
|
2019
Q3 | $938K | Sell |
5,793
-56
| -1% | -$9.07K | 0.02% | 145 |
|
|
2019
Q2 | $989K | Buy |
5,849
+141
| +2% | +$23.8K | 0.02% | 150 |
|
|
2019
Q1 | $954K | Sell |
5,708
-836
| -13% | -$140K | 0.02% | 147 |
|
|
2018
Q4 | $905K | Buy |
6,544
+195
| +3% | +$27K | 0.02% | 145 |
|
|
2018
Q3 | $1.03M | Sell |
6,349
-122
| -2% | -$19.9K | 0.02% | 144 |
|
|
2018
Q2 | $917K | Sell |
6,471
-220
| -3% | -$31.2K | 0.02% | 146 |
|
|
2018
Q1 | $899K | Sell |
6,691
-215
| -3% | -$28.9K | 0.02% | 142 |
|
|
2017
Q4 | $926K | Buy |
6,906
+1,090
| +19% | +$146K | 0.02% | 142 |
|
|
2017
Q3 | $674K | Buy |
5,816
+437
| +8% | +$50.6K | 0.02% | 160 |
|
|
2017
Q2 | $586K | Buy |
5,379
+275
| +5% | +$30K | 0.01% | 169 |
|
|
2017
Q1 | $541K | Sell |
5,104
-300
| -6% | -$31.8K | 0.01% | 171 |
|
|
2016
Q4 | $560K | Buy |
5,404
+292
| +6% | +$30.3K | 0.01% | 168 |
|
|
2016
Q3 | $499K | Sell |
5,112
-43
| -0.8% | -$4.2K | 0.01% | 168 |
|
|
2016
Q2 | $450K | Buy |
5,155
+1,140
| +28% | +$99.5K | 0.01% | 176 |
|
|
2016
Q1 | $319K | Buy |
+4,015
| New | +$319K | 0.01% | 189 |
|