Frank Rimerman Advisors’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 | $2.79M | Sell |
12,147
-1,178
| -9% | -$271K | 0.19% | 85 |
|
|
2025
Q1 | $3.15M | Sell |
13,325
-499
| -4% | -$118K | 0.25% | 68 |
|
|
2024
Q4 | $3.15M | Buy |
13,824
+751
| +6% | +$171K | 0.23% | 70 |
|
|
2024
Q3 | $3.22M | Sell |
13,073
-2,984
| -19% | -$735K | 0.23% | 71 |
|
|
2024
Q2 | $3.63M | Buy |
16,057
+16,027
| +53,423% | +$3.63M | 0.26% | 65 |
|
|
2024
Q1 | $7.38K | Hold |
30
| – | – | ﹤0.01% | 189 |
|
|
2023
Q4 | $7.37K | Buy |
+30
| New | +$7.37K | ﹤0.01% | 182 |
|
|
2022
Q2 | – | Sell |
-2,560
| Closed | -$699K | – | 127 |
|
|
2022
Q1 | $699K | Buy |
2,560
+1,730
| +208% | +$473K | 0.22% | 61 |
|
|
2021
Q4 | $209K | Buy |
+830
| New | +$209K | 0.07% | 114 |
|
|
2021
Q2 | – | Sell |
-1,028
| Closed | -$227K | – | 89 |
|
|
2021
Q1 | $227K | Hold |
1,028
| – | – | 0.1% | 77 |
|
|
2020
Q4 | $214K | Buy |
+1,028
| New | +$214K | 0.1% | 84 |
|