EPG 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 | – | Sell |
-2,801
| Closed | -$662K | – | 406 |
|
|
2025
Q1 | $662K | Buy |
2,801
+86
| +3% | +$20.3K | 0.18% | 139 |
|
|
2024
Q4 | $619K | Sell |
2,715
-61
| -2% | -$13.9K | 0.16% | 143 |
|
|
2024
Q3 | $684K | Buy |
+2,776
| New | +$684K | 0.17% | 137 |
|
|
2024
Q2 | – | Sell |
-2,752
| Closed | -$677K | – | 139 |
|
|
2024
Q1 | $677K | Buy |
2,752
+236
| +9% | +$58K | 0.17% | 148 |
|
|
2023
Q4 | $618K | Buy |
2,516
+111
| +5% | +$27.3K | 0.16% | 146 |
|
|
2023
Q3 | $490K | Buy |
2,405
+244
| +11% | +$49.7K | 0.15% | 149 |
|
|
2023
Q2 | $442K | Buy |
2,161
+204
| +10% | +$41.7K | 0.13% | 155 |
|
|
2023
Q1 | $394K | Buy |
1,957
+683
| +54% | +$137K | 0.12% | 160 |
|
|
2022
Q4 | $264K | Sell |
1,274
-8
| -0.6% | -$1.66K | 0.1% | 174 |
|
|
2022
Q3 | $250K | Sell |
1,282
-298
| -19% | -$58.1K | 0.1% | 176 |
|
|
2022
Q2 | $337K | Buy |
1,580
+441
| +39% | +$94.1K | 0.14% | 147 |
|
|
2022
Q1 | $311K | Buy |
1,139
+56
| +5% | +$15.3K | 0.11% | 168 |
|
|
2021
Q4 | $273K | Buy |
1,083
+52
| +5% | +$13.1K | 0.1% | 184 |
|
|
2021
Q3 | $202K | Buy |
1,031
+36
| +4% | +$7.05K | 0.08% | 217 |
|
|
2021
Q2 | $219K | Buy |
995
+2
| +0.2% | +$440 | 0.09% | 196 |
|
|
2021
Q1 | $219K | Sell |
993
-36
| -3% | -$7.94K | 0.11% | 174 |
|
|
2020
Q4 | $214K | Buy |
+1,029
| New | +$214K | 0.13% | 143 |
|
|
2020
Q2 | – | Sell |
-554
| Closed | -$78K | – | 728 |
|
|
2020
Q1 | $78K | Buy |
554
+212
| +62% | +$29.8K | 0.06% | 213 |
|
|
2019
Q4 | $62K | Buy |
+342
| New | +$62K | 0.05% | 207 |
|