Financial 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 | $526K | Hold |
2,287
| – | – | 0.1% | 46 |
|
|
2025
Q1 | $540K | Hold |
2,287
| – | – | 0.11% | 41 |
|
|
2024
Q4 | $522K | Hold |
2,287
| – | – | 0.1% | 42 |
|
|
2024
Q3 | $564K | Hold |
2,287
| – | – | 0.11% | 41 |
|
|
2024
Q2 | $517K | Sell |
2,287
-59
| -3% | -$13.4K | 0.11% | 40 |
|
|
2024
Q1 | $577K | Hold |
2,346
| – | – | 0.12% | 38 |
|
|
2023
Q4 | $576K | Hold |
2,346
| – | – | 0.13% | 34 |
|
|
2023
Q3 | $478K | Hold |
2,346
| – | – | 0.12% | 39 |
|
|
2023
Q2 | $480K | Hold |
2,346
| – | – | 0.11% | 44 |
|
|
2023
Q1 | $472K | Hold |
2,346
| – | – | 0.12% | 44 |
|
|
2022
Q4 | $486K | Sell |
2,346
-163
| -6% | -$33.8K | 0.13% | 42 |
|
|
2022
Q3 | $482K | Hold |
2,509
| – | – | 0.17% | 38 |
|
|
2022
Q2 | $535K | Sell |
2,509
-20
| -0.8% | -$4.27K | 0.19% | 35 |
|
|
2022
Q1 | $691K | Hold |
2,529
| – | – | 0.22% | 32 |
|
|
2021
Q4 | $637K | Buy |
2,529
+9
| +0.4% | +$2.27K | 0.19% | 39 |
|
|
2021
Q3 | $494K | Sell |
2,520
-11
| -0.4% | -$2.16K | 0.17% | 46 |
|
|
2021
Q2 | $557K | Sell |
2,531
-36
| -1% | -$7.92K | 0.2% | 38 |
|
|
2021
Q1 | $566K | Hold |
2,567
| – | – | 0.23% | 33 |
|
|
2020
Q4 | $535K | Buy |
2,567
+8
| +0.3% | +$1.67K | 0.24% | 32 |
|
|
2020
Q3 | $504K | Buy |
2,559
+5
| +0.2% | +$985 | 0.27% | 32 |
|
|
2020
Q2 | $432K | Buy |
2,554
+6
| +0.2% | +$1.02K | 0.24% | 34 |
|
|
2020
Q1 | $359K | Hold |
2,548
| – | – | 0.24% | 38 |
|
|
2019
Q4 | $461K | Buy |
2,548
+25
| +1% | +$4.52K | 0.26% | 34 |
|
|
2019
Q3 | $409K | Buy |
2,523
+4
| +0.2% | +$648 | 0.25% | 37 |
|
|
2019
Q2 | $426K | Buy |
2,519
+4
| +0.2% | +$676 | 0.27% | 35 |
|
|
2019
Q1 | $420K | Hold |
2,515
| – | – | 0.29% | 37 |
|
|
2018
Q4 | $348K | Buy |
+2,515
| New | +$348K | 0.28% | 38 |
|