First Personal Financial Services’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $305K | Buy |
1,238
+1
| +0.1% | +$242 | 0.06% | 106 |
|
|
2024
Q2 | $280K | Hold |
1,237
| – | – | 0.06% | 105 |
|
|
2024
Q1 | $304K | Hold |
1,237
| – | – | 0.07% | 100 |
|
|
2023
Q4 | $304K | Sell |
1,237
-14
| -1% | -$3.08K | 0.07% | 100 |
|
|
2023
Q3 | $255K | Hold |
1,251
| – | – | 0.07% | 102 |
|
|
2023
Q2 | $256K | Buy |
1,251
+260
| +26% | +$51.7K | 0.06% | 102 |
|
|
2023
Q1 | $199K | Sell |
991
-300
| -23% | -$60.8K | 0.05% | 110 |
|
|
2022
Q4 | $267K | Hold |
1,291
| – | – | 0.07% | 101 |
|
|
2022
Q3 | $252K | Buy |
1,291
+56
| +5% | +$12.4K | 0.07% | 104 |
|
|
2022
Q2 | $263K | Sell |
1,235
-75
| -6% | -$17.1K | 0.07% | 96 |
|
|
2022
Q1 | $358K | Sell |
1,310
-75
| -5% | -$18.9K | 0.08% | 92 |
|
|
2021
Q4 | $349K | Hold |
1,385
| – | – | 0.08% | 100 |
|
|
2021
Q3 | $271K | Hold |
1,385
| – | – | 0.07% | 108 |
|
|
2021
Q2 | $305K | Sell |
1,385
-59
| -4% | -$13.1K | 0.08% | 104 |
|
|
2021
Q1 | $318K | Sell |
1,444
-115
| -7% | -$24.1K | 0.09% | 97 |
|
|
2020
Q4 | $325K | Buy |
1,559
+84
| +6% | +$16.8K | 0.09% | 92 |
|
|
2020
Q3 | $290K | Hold |
1,475
| – | – | 0.09% | 95 |
|
|
2020
Q2 | $249K | Hold |
1,475
| – | – | 0.09% | 101 |
|
|
2020
Q1 | $208K | Sell |
1,475
-30
| -2% | -$4.96K | 0.08% | 103 |
|
|
2019
Q4 | $272K | Sell |
1,505
-206
| -12% | -$35.3K | 0.09% | 107 |
|
|
2019
Q3 | $277K | Sell |
1,711
-36
| -2% | -$6.05K | 0.09% | 113 |
|
|
2019
Q2 | $295K | Buy |
1,747
+30
| +2% | +$5.14K | 0.08% | 143 |
|
|
2019
Q1 | $287K | Sell |
1,717
-151
| -8% | -$24.3K | 0.09% | 143 |
|
|
2018
Q4 | $258K | Buy |
1,868
+330
| +21% | +$48.9K | 0.09% | 145 |
|
|
2018
Q3 | $250K | Buy |
1,538
+88
| +6% | +$13.2K | 0.08% | 152 |
|
|
2018
Q2 | $205K | Sell |
1,450
-1,151
| -44% | -$160K | 0.07% | 161 |
|
|
2018
Q1 | $350K | Sell |
2,601
-1,490
| -36% | -$200K | 0.08% | 171 |
|
|
2017
Q4 | $549K | Buy |
4,091
+262
| +7% | +$31.6K | 0.11% | 150 |
|
|
2017
Q3 | $444K | Hold |
3,829
| – | – | 0.09% | 152 |
|
|
2017
Q2 | $417K | Hold |
3,829
| – | – | 0.09% | 157 |
|
|
2017
Q1 | $406K | Buy |
3,829
+1,250
| +48% | +$133K | 0.1% | 141 |
|
|
2016
Q4 | $267K | Hold |
2,579
| – | – | 0.07% | 164 |
|
|
2016
Q3 | $252K | Buy |
2,579
+81
| +3% | +$7.58K | 0.07% | 145 |
|
|
2016
Q2 | $218K | Buy |
2,498
+2,048
| +455% | +$173K | 0.07% | 148 |
|
|
2016
Q1 | $36K | Buy |
450
+200
| +80% | +$15.5K | 0.02% | 203 |
|
|
2015
Q4 | $20K | Sell |
250
-236
| -49% | -$20.2K | 0.01% | 245 |
|
|
2015
Q3 | $43K | Buy |
486
+40
| +9% | +$3.65K | 0.03% | 183 |
|
|
2015
Q2 | $43K | Buy |
446
+150
| +51% | +$15.6K | 0.03% | 178 |
|
|
2015
Q1 | $33K | Hold |
296
| – | – | 0.02% | 191 |
|
|
2014
Q4 | $35K | Buy |
+296
| New | +$34K | 0.02% | 179 |
|
Other funds holding UNP
First Personal Financial Services's UNP Position: Q3 2024 in Review
First Personal Financial Services increased its Union Pacific (UNP) stake by 0.08% in Q3 2024, buying an estimated $242 and bringing the position to 1,238 shares worth $305K. The position accounts for 0.06% of the portfolio, ranked #106.
First Personal Financial Services first reported a position in UNP in Q4 2014 and has held it in 40 quarters since. The position peaked at $549K in Q4 2017. 2,606 funds tracked by Wall St. Rank hold UNP as of Q3 2024.
- First Personal Financial Services held 1,238 shares of Union Pacific worth $305K as of Q3 2024.
- First Personal Financial Services bought 1 Union Pacific share in Q3 2024, an estimated $242.
- Union Pacific made up 0.06% of First Personal Financial Services's portfolio in Q3 2024, its #106 holding.
- First Personal Financial Services first reported a position in Union Pacific in Q4 2014 and has held it in 40 quarters since.
- First Personal Financial Services's Union Pacific position peaked at $549K in Q4 2017.
- 2,606 funds tracked by Wall St. Rank held Union Pacific as of Q3 2024.
Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.