Financial Advisory Partners’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 | $3.36M | Sell |
14,616
-249
| -2% | -$57.3K | 1.06% | 35 |
|
2025
Q1 | $3.51M | Sell |
14,865
-18
| -0.1% | -$4.25K | 1.17% | 31 |
|
2024
Q4 | $3.39M | Sell |
14,883
-19
| -0.1% | -$4.33K | 1.13% | 36 |
|
2024
Q3 | $3.67M | Sell |
14,902
-305
| -2% | -$75.2K | 1.22% | 34 |
|
2024
Q2 | $3.44M | Sell |
15,207
-339
| -2% | -$76.7K | 1.29% | 28 |
|
2024
Q1 | $3.82M | Sell |
15,546
-3,031
| -16% | -$745K | 1.48% | 24 |
|
2023
Q4 | $4.56M | Sell |
18,577
-527
| -3% | -$129K | 1.66% | 13 |
|
2023
Q3 | $3.89M | Sell |
19,104
-412
| -2% | -$83.9K | 1.57% | 19 |
|
2023
Q2 | $3.99M | Buy |
19,516
+2,439
| +14% | +$499K | 1.54% | 28 |
|
2023
Q1 | $3.44M | Buy |
17,077
+520
| +3% | +$105K | 1.36% | 38 |
|
2022
Q4 | $3.43M | Sell |
16,557
-129
| -0.8% | -$26.7K | 1.41% | 36 |
|
2022
Q3 | $3.25M | Buy |
16,686
+153
| +0.9% | +$29.8K | 1.41% | 37 |
|
2022
Q2 | $3.53M | Buy |
16,533
+285
| +2% | +$60.8K | 1.46% | 35 |
|
2022
Q1 | $4.44M | Hold |
16,248
| – | – | 1.64% | 17 |
|
2021
Q4 | $4.09M | Buy |
+16,248
| New | +$4.09M | 1.49% | 29 |
|