Elmwood 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 | $1.27M | Sell |
5,511
-25
| -0.5% | -$5.75K | 0.5% | 66 |
|
|
2025
Q1 | $1.31M | Sell |
5,536
-14
| -0.3% | -$3.31K | 0.54% | 63 |
|
|
2024
Q4 | $1.27M | Buy |
5,550
+77
| +1% | +$17.6K | 0.51% | 67 |
|
|
2024
Q3 | $1.35M | Buy |
5,473
+62
| +1% | +$15.3K | 0.56% | 65 |
|
|
2024
Q2 | $1.22M | Sell |
5,411
-155
| -3% | -$35.1K | 0.55% | 64 |
|
|
2024
Q1 | $1.37M | Buy |
5,566
+1,233
| +28% | +$303K | 0.59% | 63 |
|
|
2023
Q4 | $1.06M | Sell |
4,333
-1,457
| -25% | -$358K | 0.75% | 45 |
|
|
2023
Q3 | $1.18M | Sell |
5,790
-113
| -2% | -$23K | 0.57% | 60 |
|
|
2023
Q2 | $1.21M | Sell |
5,903
-97
| -2% | -$19.8K | 0.56% | 63 |
|
|
2023
Q1 | $1.21M | Buy |
6,000
+4
| +0.1% | +$805 | 0.57% | 63 |
|
|
2022
Q4 | $1.24M | Hold |
5,996
| – | – | 0.62% | 55 |
|
|
2022
Q3 | $1.17M | Buy |
5,996
+150
| +3% | +$29.2K | 0.58% | 56 |
|
|
2022
Q2 | $1.25M | Buy |
5,846
+640
| +12% | +$137K | 0.71% | 55 |
|
|
2022
Q1 | $1.42M | Buy |
5,206
+300
| +6% | +$81.9K | 0.73% | 57 |
|
|
2021
Q4 | $1.24M | Buy |
+4,906
| New | +$1.24M | 0.59% | 62 |
|
|
2021
Q2 | $1.02M | Hold |
4,640
| – | – | 0.54% | 64 |
|
|
2021
Q1 | $1.02M | Buy |
+4,640
| New | +$1.02M | 0.62% | 60 |
|
|
2020
Q3 | $828K | Hold |
4,895
| – | – | 0.67% | 53 |
|
|
2020
Q2 | $828K | Sell |
4,895
-4,113
| -46% | -$696K | 0.67% | 53 |
|
|
2020
Q1 | $1.21M | Buy |
9,008
+2,466
| +38% | +$332K | 1.16% | 31 |
|
|
2019
Q4 | $1.18M | Sell |
6,542
-257
| -4% | -$46.5K | 1.03% | 36 |
|
|
2019
Q3 | $1.1M | Sell |
6,799
-115
| -2% | -$18.6K | 1.11% | 35 |
|
|
2019
Q2 | $1.17M | Sell |
6,914
-149
| -2% | -$25.2K | 1.03% | 31 |
|
|
2019
Q1 | $1.18M | Sell |
7,063
-1,253
| -15% | -$210K | 1.09% | 31 |
|
|
2018
Q4 | $1.15M | Sell |
8,316
-192
| -2% | -$26.6K | 1.11% | 30 |
|
|
2018
Q3 | $1.39M | Sell |
8,508
-116
| -1% | -$18.9K | 1.15% | 27 |
|
|
2018
Q2 | $1.22M | Sell |
8,624
-384
| -4% | -$54.4K | 1.11% | 33 |
|
|
2018
Q1 | $1.21M | Buy |
+9,008
| New | +$1.21M | 1.16% | 31 |
|