Financial Perspectives’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 | $99.4K | Buy |
432
+1
| +0.2% | +$230 | 0.03% | 223 |
|
|
2025
Q1 | $102K | Buy |
431
+2
| +0.5% | +$472 | 0.03% | 212 |
|
|
2024
Q4 | $97.9K | Buy |
429
+1
| +0.2% | +$228 | 0.03% | 216 |
|
|
2024
Q3 | $105K | Buy |
428
+2
| +0.5% | +$493 | 0.04% | 205 |
|
|
2024
Q2 | $96.5K | Buy |
426
+1
| +0.2% | +$227 | 0.04% | 203 |
|
|
2024
Q1 | $105K | Sell |
425
-25
| -6% | -$6.15K | 0.04% | 199 |
|
|
2023
Q4 | $110K | Buy |
450
+4
| +0.9% | +$982 | 0.04% | 189 |
|
|
2023
Q3 | $90.9K | Buy |
446
+1
| +0.2% | +$204 | 0.04% | 194 |
|
|
2023
Q2 | $91K | Buy |
445
+2
| +0.5% | +$409 | 0.04% | 204 |
|
|
2023
Q1 | $89.2K | Buy |
443
+122
| +38% | +$24.6K | 0.04% | 198 |
|
|
2022
Q4 | $66.4K | Buy |
321
+1
| +0.3% | +$207 | 0.03% | 221 |
|
|
2022
Q3 | $62.4K | Buy |
320
+1
| +0.3% | +$195 | 0.04% | 215 |
|
|
2022
Q2 | $68.1K | Buy |
319
+100
| +46% | +$21.3K | 0.04% | 206 |
|
|
2022
Q1 | $59.7K | Hold |
219
| – | – | 0.03% | 239 |
|
|
2021
Q4 | $55.1K | Buy |
219
+1
| +0.5% | +$251 | 0.03% | 232 |
|
|
2021
Q3 | $42.8K | Hold |
218
| – | – | 0.02% | 254 |
|
|
2021
Q2 | $48K | Sell |
218
-47,897
| -100% | -$10.6M | 0.02% | 258 |
|
|
2021
Q1 | $218K | Buy |
48,115
+47,897
| +21,971% | +$217K | 0.01% | 392 |
|
|
2020
Q4 | $45.4K | Hold |
218
| – | – | 0.03% | 237 |
|
|
2020
Q3 | $42.9K | Hold |
218
| – | – | 0.03% | 213 |
|
|
2020
Q2 | $36.9K | Hold |
218
| – | – | 0.03% | 210 |
|
|
2020
Q1 | $30.7K | Hold |
218
| – | – | 0.02% | 201 |
|
|
2019
Q4 | $39.4K | Buy |
+218
| New | +$39.4K | 0.03% | 192 |
|