Focus Partners Wealth’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 | $40.1M | Sell |
174,426
-5,001
| -3% | -$1.15M | 0.09% | 219 |
|
|
2025
Q1 | $42.4M | Sell |
179,427
-8,240
| -4% | -$1.95M | 0.11% | 190 |
|
|
2024
Q4 | $42.8M | Buy |
187,667
+67,176
| +56% | +$15.3M | 0.11% | 179 |
|
|
2024
Q3 | $29.7M | Sell |
120,491
-25,141
| -17% | -$6.2M | 0.09% | 210 |
|
|
2024
Q2 | $33M | Buy |
145,632
+81,969
| +129% | +$18.5M | 0.11% | 183 |
|
|
2024
Q1 | $15.7M | Buy |
63,663
+17,581
| +38% | +$4.32M | 0.13% | 168 |
|
|
2023
Q4 | $11.3M | Buy |
+46,082
| New | +$11.3M | 0.15% | 142 |
|