Elk River 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 | $4.64M | Sell |
20,183
-141
| -0.7% | -$32.4K | 0.8% | 34 |
|
|
2025
Q1 | $4.8M | Sell |
20,324
-108
| -0.5% | -$25.5K | 0.9% | 36 |
|
|
2024
Q4 | $4.66M | Sell |
20,432
-105
| -0.5% | -$23.9K | 0.84% | 34 |
|
|
2024
Q3 | $5.06M | Buy |
20,537
+150
| +0.7% | +$37K | 0.92% | 35 |
|
|
2024
Q2 | $4.61M | Buy |
20,387
+277
| +1% | +$62.7K | 0.9% | 36 |
|
|
2024
Q1 | $4.95M | Sell |
20,110
-10,956
| -35% | -$2.69M | 1.01% | 33 |
|
|
2023
Q4 | $7.63M | Sell |
31,066
-3,288
| -10% | -$808K | 1.47% | 23 |
|
|
2023
Q3 | $7M | Sell |
34,354
-493
| -1% | -$100K | 1.55% | 21 |
|
|
2023
Q2 | $7.13M | Sell |
34,847
-588
| -2% | -$120K | 1.53% | 21 |
|
|
2023
Q1 | $7.13M | Sell |
35,435
-549
| -2% | -$110K | 1.62% | 18 |
|
|
2022
Q4 | $7.45M | Sell |
35,984
-44
| -0.1% | -$9.11K | 1.8% | 17 |
|
|
2022
Q3 | $7.02M | Buy |
36,028
+793
| +2% | +$154K | 1.85% | 15 |
|
|
2022
Q2 | $7.52M | Buy |
35,235
+3
| +0% | +$640 | 1.9% | 16 |
|
|
2022
Q1 | $9.63M | Buy |
35,232
+895
| +3% | +$245K | 2.1% | 12 |
|
|
2021
Q4 | $8.65M | Buy |
34,337
+94
| +0.3% | +$23.7K | 1.96% | 14 |
|
|
2021
Q3 | $6.71M | Buy |
34,243
+704
| +2% | +$138K | 1.7% | 17 |
|
|
2021
Q2 | $7.38M | Buy |
33,539
+451
| +1% | +$99.2K | 1.91% | 12 |
|
|
2021
Q1 | $7.29M | Buy |
33,088
+1,547
| +5% | +$341K | 2.08% | 12 |
|
|
2020
Q4 | $6.57M | Buy |
+31,541
| New | +$6.57M | 2.17% | 9 |
|