Farther Finance Advisors’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 | $2.98M | Buy |
12,931
+6,693
| +107% | +$1.54M | 0.06% | 268 |
|
2025
Q1 | $1.48M | Buy |
6,238
+1,154
| +23% | +$274K | 0.04% | 369 |
|
2024
Q4 | $1.16M | Sell |
5,084
-481
| -9% | -$110K | 0.04% | 321 |
|
2024
Q3 | $1.37M | Sell |
5,565
-551
| -9% | -$136K | 0.05% | 276 |
|
2024
Q2 | $1.38M | Buy |
6,116
+1,803
| +42% | +$405K | 0.07% | 226 |
|
2024
Q1 | $1.05M | Buy |
4,313
+540
| +14% | +$131K | 0.06% | 245 |
|
2023
Q4 | $927K | Buy |
3,773
+1,210
| +47% | +$297K | 0.07% | 247 |
|
2023
Q3 | $522K | Buy |
2,563
+1,024
| +67% | +$208K | 0.08% | 203 |
|
2023
Q2 | $315K | Buy |
1,539
+488
| +46% | +$99.9K | 0.07% | 237 |
|
2023
Q1 | $212K | Sell |
1,051
-1,034
| -50% | -$208K | 0.06% | 254 |
|
2022
Q4 | $432K | Buy |
+2,085
| New | +$432K | 0.17% | 124 |
|