Forte Capital’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Sell |
989
-15
| -1% | -$3.33K | 0.02% | 233 |
|
|
2025
Q1 | $237K | Sell |
1,004
-17
| -2% | -$4.09K | 0.03% | 224 |
|
|
2024
Q4 | $233K | Sell |
1,021
-100
| -9% | -$23.7K | 0.03% | 223 |
|
|
2024
Q3 | $276K | Sell |
1,121
-27
| -2% | -$6.55K | 0.03% | 211 |
|
|
2024
Q2 | $260K | Sell |
1,148
-222
| -16% | -$52K | 0.03% | 207 |
|
|
2024
Q1 | $337K | Hold |
1,370
| – | – | 0.04% | 186 |
|
|
2023
Q4 | $336K | Sell |
1,370
-35
| -2% | -$7.7K | 0.05% | 182 |
|
|
2023
Q3 | $286K | Hold |
1,405
| – | – | 0.04% | 179 |
|
|
2023
Q2 | $287K | Hold |
1,405
| – | – | 0.04% | 179 |
|
|
2023
Q1 | $283K | Hold |
1,405
| – | – | 0.04% | 181 |
|
|
2022
Q4 | $291K | Buy |
1,405
+69
| +5% | +$14.2K | 0.05% | 171 |
|
|
2022
Q3 | $260K | Buy |
1,336
+51
| +4% | +$11.3K | 0.05% | 163 |
|
|
2022
Q2 | $274K | Sell |
1,285
-50
| -4% | -$11.4K | 0.05% | 168 |
|
|
2022
Q1 | $336K | Hold |
1,335
| – | – | 0.04% | 173 |
|
|
2021
Q4 | $336K | Buy |
1,335
+55
| +4% | +$13K | 0.04% | 173 |
|
|
2021
Q3 | $251K | Sell |
1,280
-169
| -12% | -$36.5K | 0.03% | 198 |
|
|
2021
Q2 | $319K | Buy |
1,449
+124
| +9% | +$27.6K | 0.04% | 175 |
|
|
2021
Q1 | $292K | Buy |
1,325
+148
| +13% | +$31.1K | 0.05% | 175 |
|
|
2020
Q4 | $245K | Sell |
1,177
-43
| -4% | -$8.59K | 0.04% | 184 |
|
|
2020
Q3 | $240K | Sell |
1,220
-103
| -8% | -$19.1K | 0.04% | 165 |
|
|
2020
Q2 | $224K | Buy |
+1,323
| New | +$212K | 0.05% | 166 |
|
|
2018
Q1 | – | Sell |
-2,276
| Closed | -$305K | – | 156 |
|
|
2017
Q4 | $305K | Hold |
2,276
| – | – | 0.09% | 136 |
|
|
2017
Q3 | $264K | Hold |
2,276
| – | – | 0.08% | 140 |
|
|
2017
Q2 | $248K | Hold |
2,276
| – | – | 0.08% | 140 |
|
|
2017
Q1 | $241K | Buy |
+2,276
| New | +$243K | 0.08% | 141 |
|
Other funds holding UNP
