FCMC
Founders Capital Management (Connecticut)’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5M | Buy |
49,868
+1,550
| +3% | +$357K | 1.95% | 13 |
|
|
2025
Q1 | $11.4M | Sell |
48,318
-244
| -0.5% | -$57.6K | 2.1% | 14 |
|
|
2024
Q4 | $11.1M | Sell |
48,562
-134
| -0.3% | -$30.6K | 1.94% | 15 |
|
|
2024
Q3 | $12M | Sell |
48,696
-123
| -0.3% | -$30.3K | 2.08% | 14 |
|
|
2024
Q2 | $11M | Buy |
48,819
+17
| +0% | +$3.85K | 1.98% | 14 |
|
|
2024
Q1 | $12M | Sell |
48,802
-1,317
| -3% | -$324K | 2.22% | 14 |
|
|
2023
Q4 | $12.3M | Buy |
50,119
+2,851
| +6% | +$700K | 2.52% | 13 |
|
|
2023
Q3 | $9.63M | Buy |
47,268
+99
| +0.2% | +$20.2K | 2.19% | 15 |
|
|
2023
Q2 | $9.65M | Buy |
47,169
+43
| +0.1% | +$8.8K | 2.15% | 15 |
|
|
2023
Q1 | $9.48M | Buy |
47,126
+8,022
| +21% | +$1.61M | 2.36% | 14 |
|
|
2022
Q4 | $8.1M | Sell |
39,104
-398
| -1% | -$82.4K | 2.18% | 16 |
|
|
2022
Q3 | $7.7M | Hold |
39,502
| – | – | 2.16% | 17 |
|
|
2022
Q2 | $8.43M | Buy |
39,502
+105
| +0.3% | +$22.4K | 2.16% | 17 |
|
|
2022
Q1 | $10.8M | Sell |
39,397
-165
| -0.4% | -$45.1K | 2.31% | 15 |
|
|
2021
Q4 | $9.97M | Sell |
39,562
-215
| -0.5% | -$54.2K | 2.16% | 15 |
|
|
2021
Q3 | $7.8M | Sell |
39,777
-157
| -0.4% | -$30.8K | 1.97% | 16 |
|
|
2021
Q2 | $8.78M | Sell |
39,934
-98
| -0.2% | -$21.6K | 2.12% | 16 |
|
|
2021
Q1 | $8.82M | Buy |
40,032
+98
| +0.2% | +$21.6K | 2.21% | 15 |
|
|
2020
Q4 | $8.32M | Hold |
39,934
| – | – | 2.4% | 15 |
|
|
2020
Q3 | $7.86M | Sell |
39,934
-1,145
| -3% | -$225K | 2.49% | 13 |
|
|
2020
Q2 | $6.95M | Sell |
41,079
-29
| -0.1% | -$4.9K | 2.38% | 15 |
|
|
2020
Q1 | $5.8M | Sell |
41,108
-823
| -2% | -$116K | 2.3% | 15 |
|
|
2019
Q4 | $7.58M | Sell |
41,931
-105
| -0.2% | -$19K | 2.5% | 16 |
|
|
2019
Q3 | $6.57M | Sell |
42,036
-482
| -1% | -$75.3K | 2.34% | 17 |
|
|
2019
Q2 | $7.19M | Sell |
42,518
-373
| -0.9% | -$63.1K | 2.55% | 16 |
|
|
2019
Q1 | $7.17M | Buy |
42,891
+1,688
| +4% | +$282K | 2.63% | 16 |
|
|
2018
Q4 | $5.7M | Buy |
41,203
+2,176
| +6% | +$301K | 2.44% | 16 |
|
|
2018
Q3 | $6.34M | Sell |
39,027
-136
| -0.3% | -$22.1K | 2.59% | 16 |
|
|
2018
Q2 | $5.55M | Hold |
39,163
| – | – | 2.53% | 17 |
|
|
2018
Q1 | $5.21M | Hold |
39,163
| – | – | 2.4% | 20 |
|
|
2017
Q4 | $5.25M | Sell |
39,163
-283
| -0.7% | -$38K | 2.33% | 20 |
|
|
2017
Q3 | $4.58M | Buy |
39,446
+1,067
| +3% | +$124K | 2.18% | 20 |
|
|
2017
Q2 | $4.27M | Hold |
38,379
| – | – | 2.13% | 20 |
|
|
2017
Q1 | $1.15M | Buy |
38,379
+495
| +1% | +$14.8K | 0.59% | 32 |
|
|
2016
Q4 | $1.21M | Hold |
37,884
| – | – | 0.65% | 32 |
|
|
2016
Q3 | $3.7M | Hold |
37,884
| – | – | 2.07% | 20 |
|
|
2016
Q2 | $3.31M | Buy |
37,884
+55
| +0.1% | +$4.8K | 1.86% | 21 |
|
|
2016
Q1 | $3.01M | Buy |
37,829
+2,739
| +8% | +$218K | 1.75% | 21 |
|
|
2015
Q4 | $2.74M | Buy |
35,090
+3,495
| +11% | +$273K | 1.65% | 21 |
|
|
2015
Q3 | $2.77M | Buy |
31,595
+11,670
| +59% | +$1.02M | 1.78% | 21 |
|
|
2015
Q2 | $1.9M | Buy |
+19,925
| New | +$1.9M | 1.14% | 27 |
|