Elser Financial Planning’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
$856K Sell
3,719
-32
-0.9% -$7.36K 1.07% 20
2025
Q1
$886K Buy
3,751
+513
+16% +$121K 1.23% 19
2024
Q4
$738K Buy
3,238
+13
+0.4% +$2.97K 0.04% 48
2024
Q3
$795K Buy
3,225
+37
+1% +$9.12K 1.15% 19
2024
Q2
$721K Buy
+3,188
New +$721K 0.12% 41