Evergreen Capital 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 | $2.07M | Buy |
8,995
+268
| +3% | +$61.7K | 0.06% | 257 |
|
|
2025
Q1 | $2.06M | Sell |
8,727
-1,089
| -11% | -$257K | 0.07% | 249 |
|
|
2024
Q4 | $2.24M | Buy |
9,816
+103
| +1% | +$23.5K | 0.07% | 240 |
|
|
2024
Q3 | $2.39M | Buy |
9,713
+29
| +0.3% | +$7.15K | 0.08% | 229 |
|
|
2024
Q2 | $2.19M | Buy |
9,684
+7
| +0.1% | +$1.58K | 0.08% | 228 |
|
|
2024
Q1 | $2.38M | Buy |
9,677
+439
| +5% | +$108K | 0.09% | 215 |
|
|
2023
Q4 | $2.27M | Buy |
9,238
+123
| +1% | +$30.2K | 0.09% | 217 |
|
|
2023
Q3 | $1.86M | Buy |
9,115
+27
| +0.3% | +$5.5K | 0.08% | 225 |
|
|
2023
Q2 | $1.86M | Buy |
9,088
+1,177
| +15% | +$241K | 0.08% | 222 |
|
|
2023
Q1 | $1.59M | Sell |
7,911
-278
| -3% | -$56K | 0.07% | 237 |
|
|
2022
Q4 | $1.7M | Buy |
8,189
+348
| +4% | +$72.1K | 0.08% | 224 |
|
|
2022
Q3 | $1.53M | Buy |
7,841
+558
| +8% | +$109K | 0.08% | 224 |
|
|
2022
Q2 | $1.55M | Sell |
7,283
-522
| -7% | -$111K | 0.08% | 213 |
|
|
2022
Q1 | $2.13M | Buy |
7,805
+310
| +4% | +$84.7K | 0.09% | 217 |
|
|
2021
Q4 | $1.89M | Buy |
7,495
+8
| +0.1% | +$2.02K | 0.08% | 220 |
|
|
2021
Q3 | $1.47M | Buy |
7,487
+1,593
| +27% | +$312K | 0.07% | 242 |
|
|
2021
Q2 | $1.3M | Sell |
5,894
-107
| -2% | -$23.5K | 0.06% | 243 |
|
|
2021
Q1 | $1.32M | Sell |
6,001
-3,796
| -39% | -$837K | 0.07% | 233 |
|
|
2020
Q4 | $2.04M | Sell |
9,797
-279
| -3% | -$58.1K | 0.12% | 172 |
|
|
2020
Q3 | $1.98M | Buy |
10,076
+16
| +0.2% | +$3.15K | 0.14% | 149 |
|
|
2020
Q2 | $1.7M | Sell |
10,060
-766
| -7% | -$130K | 0.13% | 154 |
|
|
2020
Q1 | $1.53M | Buy |
10,826
+1,053
| +11% | +$149K | 0.14% | 129 |
|
|
2019
Q4 | $1.77M | Buy |
9,773
+5,830
| +148% | +$1.05M | 0.15% | 133 |
|
|
2019
Q3 | $639K | Sell |
3,943
-9
| -0.2% | -$1.46K | 0.06% | 195 |
|
|
2019
Q2 | $668K | Sell |
3,952
-452
| -10% | -$76.4K | 0.06% | 191 |
|
|
2019
Q1 | $736K | Sell |
4,404
-61
| -1% | -$10.2K | 0.07% | 175 |
|
|
2018
Q4 | $617K | Buy |
4,465
+1,965
| +79% | +$272K | 0.06% | 193 |
|
|
2018
Q3 | $407K | Buy |
2,500
+91
| +4% | +$14.8K | 0.04% | 243 |
|
|
2018
Q2 | $341K | Buy |
2,409
+25
| +1% | +$3.54K | 0.03% | 245 |
|
|
2018
Q1 | $320K | Buy |
+2,384
| New | +$320K | 0.03% | 250 |
|