Financial Engines 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 | $1.06M | Buy |
4,623
+50
| +1% | +$11.5K | ﹤0.01% | 287 |
|
|
2025
Q1 | $1.08M | Buy |
4,573
+192
| +4% | +$45.3K | ﹤0.01% | 251 |
|
|
2024
Q4 | $999K | Buy |
4,381
+3,336
| +319% | +$761K | ﹤0.01% | 262 |
|
|
2024
Q3 | $257K | Buy |
+1,045
| New | +$257K | ﹤0.01% | 347 |
|
|
2024
Q2 | – | Sell |
-1,062
| Closed | -$261K | – | 367 |
|
|
2024
Q1 | $261K | Sell |
1,062
-417
| -28% | -$103K | ﹤0.01% | 306 |
|
|
2023
Q4 | $363K | Sell |
1,479
-1,092
| -42% | -$268K | ﹤0.01% | 255 |
|
|
2023
Q3 | $524K | Sell |
2,571
-593
| -19% | -$121K | ﹤0.01% | 201 |
|
|
2023
Q2 | $647K | Buy |
3,164
+218
| +7% | +$44.6K | ﹤0.01% | 191 |
|
|
2023
Q1 | $593K | Sell |
2,946
-975
| -25% | -$196K | ﹤0.01% | 202 |
|
|
2022
Q4 | $812K | Sell |
3,921
-307
| -7% | -$63.6K | ﹤0.01% | 189 |
|
|
2022
Q3 | $823K | Buy |
4,228
+475
| +13% | +$92.5K | ﹤0.01% | 168 |
|
|
2022
Q2 | $800K | Sell |
3,753
-2,870
| -43% | -$612K | ﹤0.01% | 173 |
|
|
2022
Q1 | $1.81M | Sell |
6,623
-57
| -0.9% | -$15.6K | ﹤0.01% | 123 |
|
|
2021
Q4 | $1.68M | Buy |
6,680
+3,262
| +95% | +$822K | ﹤0.01% | 99 |
|
|
2021
Q3 | $670K | Buy |
3,418
+513
| +18% | +$101K | ﹤0.01% | 138 |
|
|
2021
Q2 | $639K | Sell |
2,905
-272
| -9% | -$59.8K | ﹤0.01% | 123 |
|
|
2021
Q1 | $700K | Buy |
3,177
+750
| +31% | +$165K | ﹤0.01% | 143 |
|
|
2020
Q4 | $505K | Sell |
2,427
-288
| -11% | -$59.9K | ﹤0.01% | 161 |
|
|
2020
Q3 | $535K | Buy |
2,715
+1,206
| +80% | +$238K | ﹤0.01% | 154 |
|
|
2020
Q2 | $255K | Buy |
+1,509
| New | +$255K | ﹤0.01% | 169 |
|
|
2018
Q4 | – | Sell |
-139
| Closed | -$23K | – | 175 |
|
|
2018
Q3 | $23K | Sell |
139
-21
| -13% | -$3.48K | ﹤0.01% | 74 |
|
|
2018
Q2 | $23K | Buy |
+160
| New | +$23K | ﹤0.01% | 76 |
|
|
2017
Q2 | – | Sell |
-21
| Closed | -$2K | – | 120 |
|
|
2017
Q1 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 99 |
|