FSA Wealth Management’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 | $241K | Sell |
1,049
-220
| -17% | -$50.6K | 0.09% | 45 |
|
|
2025
Q1 | $300K | Buy |
1,269
+146
| +13% | +$34.5K | 0.13% | 36 |
|
|
2024
Q4 | $256K | Buy |
1,123
+1
| +0.1% | +$228 | 0.1% | 42 |
|
|
2024
Q3 | $277K | Buy |
+1,122
| New | +$277K | 0.11% | 41 |
|
|
2024
Q1 | $294K | Hold |
1,196
| – | – | 0.13% | 36 |
|
|
2023
Q4 | $294K | Hold |
1,196
| – | – | 0.14% | 34 |
|
|
2023
Q3 | $243K | Hold |
1,196
| – | – | 0.14% | 37 |
|
|
2023
Q2 | $245K | Buy |
1,196
+1
| +0.1% | +$205 | 0.13% | 36 |
|
|
2023
Q1 | $241K | Hold |
1,195
| – | – | 0.14% | 34 |
|
|
2022
Q4 | $247K | Buy |
1,195
+1
| +0.1% | +$207 | 0.14% | 36 |
|
|
2022
Q3 | $233K | Buy |
1,194
+235
| +25% | +$45.9K | 0.16% | 39 |
|
|
2022
Q2 | $205K | Sell |
959
-41
| -4% | -$8.76K | 0.57% | 25 |
|
|
2022
Q1 | $252K | Hold |
1,000
| – | – | 0.15% | 40 |
|
|
2021
Q4 | $252K | Buy |
+1,000
| New | +$252K | 0.15% | 40 |
|
|
2021
Q3 | – | Sell |
-1,000
| Closed | -$220K | – | 44 |
|
|
2021
Q2 | $220K | Hold |
1,000
| – | – | 0.14% | 40 |
|
|
2021
Q1 | $220K | Sell |
1,000
-300
| -23% | -$66K | 0.15% | 39 |
|
|
2020
Q4 | $271K | Hold |
1,300
| – | – | 0.14% | 45 |
|
|
2020
Q3 | $256K | Hold |
1,300
| – | – | 0.16% | 43 |
|
|
2020
Q2 | $220K | Hold |
1,300
| – | – | 0.15% | 45 |
|
|
2020
Q1 | $183K | Hold |
1,300
| – | – | 0.15% | 48 |
|
|
2019
Q4 | $235K | Buy |
+1,300
| New | +$235K | 0.17% | 46 |
|