Everhart Financial Group’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 | $520K | Sell |
2,261
-126
| -5% | -$29K | 0.06% | 219 |
|
|
2025
Q1 | $564K | Buy |
2,387
+749
| +46% | +$177K | 0.08% | 182 |
|
|
2024
Q4 | $374K | Sell |
1,638
-767
| -32% | -$175K | 0.08% | 234 |
|
|
2024
Q3 | $593K | Buy |
2,405
+370
| +18% | +$91.2K | 0.13% | 173 |
|
|
2024
Q2 | $460K | Buy |
2,035
+478
| +31% | +$108K | 0.12% | 170 |
|
|
2024
Q1 | $383K | Buy |
1,557
+201
| +15% | +$49.4K | 0.11% | 186 |
|
|
2023
Q4 | $333K | Buy |
1,356
+229
| +20% | +$56.2K | 0.12% | 163 |
|
|
2023
Q3 | $229K | Buy |
+1,127
| New | +$229K | 0.1% | 185 |
|
|
2023
Q1 | – | Sell |
-1,047
| Closed | -$217K | – | 211 |
|
|
2022
Q4 | $217K | Sell |
1,047
-272
| -21% | -$56.3K | 0.11% | 162 |
|
|
2022
Q3 | $257K | Buy |
+1,319
| New | +$257K | 0.14% | 147 |
|
|
2022
Q2 | – | Sell |
-975
| Closed | -$266K | – | 196 |
|
|
2022
Q1 | $266K | Buy |
+975
| New | +$266K | 0.15% | 98 |
|