Fiduciary Alliance’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 | $428K | Sell |
1,860
-1,946
| -51% | -$448K | 0.03% | 340 |
|
|
2025
Q1 | $899K | Sell |
3,806
-181
| -5% | -$42.8K | 0.09% | 177 |
|
|
2024
Q4 | $909K | Buy |
3,987
+2,376
| +147% | +$542K | 0.09% | 169 |
|
|
2024
Q3 | $397K | Buy |
1,611
+396
| +33% | +$97.6K | 0.05% | 176 |
|
|
2024
Q2 | $274K | Sell |
1,215
-11,121
| -90% | -$2.51M | 0.04% | 176 |
|
|
2024
Q1 | $3M | Buy |
12,336
+11,397
| +1,214% | +$2.77M | 0.53% | 55 |
|
|
2023
Q4 | $231K | Sell |
939
-57
| -6% | -$14K | 0.05% | 167 |
|
|
2023
Q3 | $203K | Buy |
996
+204
| +26% | +$41.5K | 0.05% | 158 |
|
|
2023
Q2 | $162K | Buy |
+792
| New | +$162K | 0.03% | 164 |
|
|
2023
Q1 | – | Sell |
-265
| Closed | -$54.9K | – | 830 |
|
|
2022
Q4 | $54.9K | Buy |
+265
| New | +$54.9K | 0.01% | 216 |
|