Frisch Financial Group’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 | $378K | Buy |
1,642
+3
| +0.2% | +$691 | 0.09% | 98 |
|
|
2025
Q1 | $387K | Buy |
+1,639
| New | +$387K | 0.11% | 86 |
|
|
2020
Q1 | – | Sell |
-1,106
| Closed | -$200K | – | 119 |
|
|
2019
Q4 | $200K | Buy |
+1,106
| New | +$200K | 0.09% | 112 |
|
|
2019
Q2 | – | Sell |
-1,349
| Closed | -$226K | – | 107 |
|
|
2019
Q1 | $226K | Buy |
+1,349
| New | +$226K | 0.14% | 95 |
|