Edge 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 | $605K | Hold |
2,630
| – | – | 0.12% | 45 |
|
|
2025
Q1 | $621K | Hold |
2,630
| – | – | 0.13% | 42 |
|
|
2024
Q4 | $600K | Hold |
2,630
| – | – | 0.12% | 42 |
|
|
2024
Q3 | $648K | Hold |
2,630
| – | – | 0.13% | 41 |
|
|
2024
Q2 | $595K | Hold |
2,630
| – | – | 0.13% | 42 |
|
|
2024
Q1 | $647K | Hold |
2,630
| – | – | 0.14% | 44 |
|
|
2023
Q4 | $646K | Hold |
2,630
| – | – | 0.14% | 44 |
|
|
2023
Q3 | $536K | Sell |
2,630
-23
| -0.9% | -$4.68K | 0.13% | 50 |
|
|
2023
Q2 | $543K | Hold |
2,653
| – | – | 0.12% | 52 |
|
|
2023
Q1 | $534K | Hold |
2,653
| – | – | 0.12% | 49 |
|
|
2022
Q4 | $544K | Hold |
2,653
| – | – | 0.13% | 50 |
|
|
2022
Q3 | $521K | Hold |
2,653
| – | – | 0.12% | 51 |
|
|
2022
Q2 | $566K | Hold |
2,653
| – | – | 0.12% | 52 |
|
|
2022
Q1 | $725K | Hold |
2,653
| – | – | 0.14% | 54 |
|
|
2021
Q4 | $668K | Hold |
2,653
| – | – | 0.12% | 60 |
|
|
2021
Q3 | $520K | Hold |
2,653
| – | – | 0.1% | 63 |
|
|
2021
Q2 | $582K | Hold |
2,653
| – | – | 0.12% | 65 |
|
|
2021
Q1 | $585K | Buy |
2,653
+23
| +0.9% | +$5.07K | 0.12% | 62 |
|
|
2020
Q4 | $546K | Hold |
2,630
| – | – | 0.12% | 64 |
|
|
2020
Q3 | $518K | Hold |
2,630
| – | – | 0.12% | 69 |
|
|
2020
Q2 | $445K | Hold |
2,630
| – | – | 0.08% | 100 |
|
|
2020
Q1 | $369K | Hold |
2,630
| – | – | 0.08% | 106 |
|
|
2019
Q4 | $473K | Hold |
2,630
| – | – | 0.09% | 103 |
|
|
2019
Q3 | $426K | Hold |
2,630
| – | – | 0.1% | 101 |
|
|
2019
Q2 | $445K | Hold |
2,630
| – | – | 0.1% | 104 |
|
|
2019
Q1 | $440K | Hold |
2,630
| – | – | 0.11% | 100 |
|
|
2018
Q4 | $364K | Hold |
2,630
| – | – | 0.1% | 105 |
|
|
2018
Q3 | $428K | Sell |
2,630
-750
| -22% | -$122K | 0.1% | 94 |
|
|
2018
Q2 | $479K | Hold |
3,380
| – | – | 0.12% | 101 |
|
|
2018
Q1 | $454K | Hold |
3,380
| – | – | 0.12% | 90 |
|
|
2017
Q4 | $455K | Sell |
3,380
-250
| -7% | -$33.7K | 0.13% | 90 |
|
|
2017
Q3 | $421K | Hold |
3,630
| – | – | 0.13% | 90 |
|
|
2017
Q2 | $395K | Hold |
3,630
| – | – | 0.12% | 91 |
|
|
2017
Q1 | $386K | Sell |
3,630
-258
| -7% | -$27.4K | 0.13% | 85 |
|
|
2016
Q4 | $403K | Buy |
3,888
+3,000
| +338% | +$311K | 0.15% | 90 |
|
|
2016
Q3 | $87K | Hold |
888
| – | – | 0.04% | 151 |
|
|
2016
Q2 | $77K | Buy |
888
+588
| +196% | +$51K | 0.03% | 153 |
|
|
2016
Q1 | $24K | Sell |
300
-300
| -50% | -$24K | 0.01% | 216 |
|
|
2015
Q4 | $47K | Sell |
600
-100
| -14% | -$7.83K | 0.02% | 193 |
|
|
2015
Q3 | $61K | Hold |
700
| – | – | 0.02% | 163 |
|
|
2015
Q2 | $67K | Hold |
700
| – | – | 0.02% | 170 |
|
|
2015
Q1 | $76K | Hold |
700
| – | – | 0.03% | 155 |
|
|
2014
Q4 | $84K | Hold |
700
| – | – | 0.03% | 157 |
|
|
2014
Q3 | $76K | Hold |
700
| – | – | 0.03% | 155 |
|
|
2014
Q2 | $70K | Buy |
700
+200
| +40% | +$20K | 0.03% | 161 |
|
|
2014
Q1 | $47K | Hold |
500
| – | – | 0.02% | 182 |
|
|
2013
Q4 | $42K | Hold |
500
| – | – | 0.02% | 172 |
|
|
2013
Q3 | $39K | Sell |
500
-20
| -4% | -$1.56K | 0.02% | 159 |
|
|
2013
Q2 | $40K | Buy |
+520
| New | +$40K | 0.03% | 146 |
|