Elevated Capital 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 | $899K | Hold |
3,805
| – | – | 0.25% | 114 |
|
|
2025
Q1 | $899K | Sell |
3,805
-120
| -3% | -$28.3K | 0.25% | 114 |
|
|
2024
Q4 | $895K | Buy |
3,925
+887
| +29% | +$202K | 0.24% | 117 |
|
|
2024
Q3 | $749K | Buy |
3,038
+1,769
| +139% | +$436K | 0.2% | 156 |
|
|
2024
Q2 | $287K | Hold |
1,269
| – | – | 0.08% | 203 |
|
|
2024
Q1 | $312K | Buy |
1,269
+44
| +4% | +$10.8K | 0.09% | 158 |
|
|
2023
Q4 | $301K | Hold |
1,225
| – | – | 0.09% | 154 |
|
|
2023
Q3 | $249K | Sell |
1,225
-10
| -0.8% | -$2.04K | 0.09% | 157 |
|
|
2023
Q2 | $253K | Hold |
1,235
| – | – | 0.08% | 165 |
|
|
2023
Q1 | $249K | Hold |
1,235
| – | – | 0.09% | 159 |
|
|
2022
Q4 | $256K | Hold |
1,235
| – | – | 0.1% | 145 |
|
|
2022
Q3 | $241K | Buy |
+1,235
| New | +$241K | 0.09% | 138 |
|
|
2022
Q1 | $339K | Buy |
+1,241
| New | +$339K | 0.11% | 147 |
|
|
2021
Q3 | $244K | Buy |
+1,245
| New | +$244K | 0.08% | 158 |
|
|
2021
Q1 | $278K | Sell |
1,262
-20
| -2% | -$4.41K | 0.11% | 149 |
|
|
2020
Q4 | $267K | Sell |
1,282
-102
| -7% | -$21.2K | 0.12% | 158 |
|
|
2020
Q3 | $279K | Buy |
1,384
+72
| +5% | +$14.5K | 0.13% | 144 |
|
|
2020
Q2 | $258K | Buy |
+1,312
| New | +$258K | 0.12% | 138 |
|
|
2019
Q4 | $237K | Buy |
+1,312
| New | +$237K | 0.26% | 104 |
|