Financial Gravity Asset Management’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $31.9K | Buy |
+135
| New | +$31.9K | 0.01% | 392 |
|
|
2024
Q2 | $30.3K | Buy |
134
+116
| +644% | +$26.2K | 0.01% | 325 |
|
|
2024
Q1 | $4.4K | Sell |
18
-2,596
| -99% | -$634K | ﹤0.01% | 888 |
|
|
2023
Q4 | $1.42M | Buy |
2,614
+4
| +0.2% | +$2.17K | 0.02% | 295 |
|
|
2023
Q3 | $1.42M | Buy |
2,610
+2,271
| +670% | +$1.23M | 0.02% | 278 |
|
|
2023
Q2 | $5.24K | Buy |
339
+4
| +1% | +$62 | 0.01% | 465 |
|
|
2023
Q1 | $363 | Buy |
335
+128
| +62% | +$139 | 0.01% | 503 |
|
|
2022
Q4 | $10.8K | Sell |
207
-1,158
| -85% | -$60.4K | 0.06% | 229 |
|
|
2022
Q3 | $326 | Sell |
1,365
-126
| -8% | -$30 | 0.01% | 461 |
|
|
2022
Q2 | $356 | Sell |
1,491
-420
| -22% | -$100 | 0.01% | 437 |
|
|
2022
Q1 | $459 | Sell |
1,911
-609
| -24% | -$146 | 0.01% | 414 |
|
|
2021
Q4 | $638 | Buy |
2,520
+2,517
| +83,900% | +$637 | 0.01% | 451 |
|
|
2021
Q3 | $196K | Buy |
3
+1
| +50% | +$65.3K | 0.09% | 189 |
|
|
2021
Q2 | $220K | Sell |
2
-3
| -60% | -$330K | 0.08% | 170 |
|
|
2021
Q1 | $1.05K | Sell |
5
-1
| -17% | -$211 | 0.02% | 289 |
|
|
2020
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 454 |
|
|
2020
Q2 | – | Sell |
-120
| Closed | -$17K | – | 870 |
|
|
2020
Q1 | $17K | Sell |
120
-17
| -12% | -$2.4K | 0.05% | 139 |
|
|
2019
Q4 | $181K | Sell |
137
-49
| -26% | -$64.7K | 0.12% | 132 |
|
|
2019
Q3 | $30K | Buy |
186
+82
| +79% | +$13.2K | 0.03% | 382 |
|
|
2019
Q2 | $18K | Sell |
104
-30
| -22% | -$5.19K | 0.01% | 499 |
|
|
2019
Q1 | $23K | Buy |
+134
| New | +$23K | 0.02% | 423 |
|
|
2018
Q3 | $255K | Buy |
1,805
+145
| +9% | +$20.5K | 0.27% | 79 |
|
|
2018
Q2 | $247K | Buy |
1,660
+1,653
| +23,614% | +$246K | 0.23% | 85 |
|
|
2018
Q1 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 1279 |
|