Fiduciary Family Office’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 | $1.02M | Buy |
4,452
+47
| +1% | +$10.8K | 0.34% | 64 |
|
2025
Q1 | $1.04M | Buy |
+4,405
| New | +$1.04M | 0.35% | 60 |
|
2024
Q4 | – | Sell |
-4,165
| Closed | -$1.03M | – | 223 |
|
2024
Q3 | $1.03M | Buy |
4,165
+1,958
| +89% | +$483K | 0.34% | 63 |
|
2024
Q2 | $499K | Sell |
2,207
-291
| -12% | -$65.8K | 0.2% | 129 |
|
2024
Q1 | $614K | Sell |
2,498
-85
| -3% | -$20.9K | 0.24% | 118 |
|
2023
Q4 | $635K | Buy |
+2,583
| New | +$635K | 0.28% | 87 |
|