Evoke Wealth’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 | $2.29M | Buy |
9,946
+209
| +2% | +$48.1K | 0.05% | 130 |
|
|
2025
Q1 | $2.3M | Buy |
9,737
+69
| +0.7% | +$16.3K | 0.06% | 124 |
|
|
2024
Q4 | $2.2M | Buy |
9,668
+93
| +1% | +$21.2K | 0.06% | 119 |
|
|
2024
Q3 | $2.36M | Buy |
+9,575
| New | +$2.36M | 0.06% | 111 |
|
|
2024
Q2 | – | Sell |
-9,609
| Closed | -$2.36M | – | 364 |
|
|
2024
Q1 | $2.36M | Buy |
+9,609
| New | +$2.36M | 0.07% | 99 |
|
|
2023
Q4 | – | Sell |
-9,411
| Closed | -$1.92M | – | 329 |
|
|
2023
Q3 | $1.92M | Sell |
9,411
-560
| -6% | -$114K | 0.07% | 119 |
|
|
2023
Q2 | $2.04M | Buy |
9,971
+651
| +7% | +$133K | 0.07% | 108 |
|
|
2023
Q1 | $1.88M | Sell |
9,320
-49
| -0.5% | -$9.86K | 0.07% | 113 |
|
|
2022
Q4 | $1.94M | Sell |
9,369
-775
| -8% | -$160K | 0.07% | 117 |
|
|
2022
Q3 | $1.98M | Buy |
10,144
+484
| +5% | +$94.3K | 0.08% | 101 |
|
|
2022
Q2 | $2.06M | Sell |
9,660
-68
| -0.7% | -$14.5K | 0.08% | 105 |
|
|
2022
Q1 | $2.66M | Sell |
9,728
-37
| -0.4% | -$10.1K | 0.09% | 102 |
|
|
2021
Q4 | $2.46M | Buy |
9,765
+105
| +1% | +$26.5K | 0.08% | 110 |
|
|
2021
Q3 | $1.89M | Buy |
9,660
+121
| +1% | +$23.7K | 0.07% | 123 |
|
|
2021
Q2 | $2.1M | Buy |
9,539
+41
| +0.4% | +$9.02K | 0.08% | 121 |
|
|
2021
Q1 | $2.09M | Sell |
9,498
-73
| -0.8% | -$16.1K | 0.09% | 112 |
|
|
2020
Q4 | $1.99M | Buy |
9,571
+53
| +0.6% | +$11K | 0.13% | 50 |
|
|
2020
Q3 | $1.87M | Sell |
9,518
-200
| -2% | -$39.4K | 0.15% | 47 |
|
|
2020
Q2 | $1.64M | Sell |
9,718
-1
| -0% | -$169 | 0.16% | 42 |
|
|
2020
Q1 | $1.37M | Sell |
9,719
-153
| -2% | -$21.6K | 0.2% | 40 |
|
|
2019
Q4 | $1.78M | Sell |
9,872
-15
| -0.2% | -$2.71K | 0.23% | 44 |
|
|
2019
Q3 | $1.6M | Buy |
+9,887
| New | +$1.6M | 0.2% | 59 |
|