Geneos 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 | $2M | Sell |
8,712
-1,867
| -18% | -$430K | 0.05% | 371 |
|
|
2025
Q1 | $2.5M | Buy |
10,579
+7,033
| +198% | +$1.66M | 0.04% | 437 |
|
|
2024
Q4 | $809K | Sell |
3,546
-1,348
| -28% | -$307K | 0.03% | 471 |
|
|
2024
Q3 | $1.21M | Buy |
4,894
+401
| +9% | +$98.8K | 0.05% | 364 |
|
|
2024
Q2 | $1.02M | Sell |
4,493
-198
| -4% | -$44.8K | 0.05% | 358 |
|
|
2024
Q1 | $1.15M | Sell |
4,691
-1,119
| -19% | -$275K | 0.05% | 328 |
|
|
2023
Q4 | $1.43M | Sell |
5,810
-761
| -12% | -$187K | 0.07% | 270 |
|
|
2023
Q3 | $1.34M | Sell |
6,571
-168
| -2% | -$34.2K | 0.07% | 266 |
|
|
2023
Q2 | $1.38M | Buy |
6,739
+3,248
| +93% | +$665K | 0.07% | 262 |
|
|
2023
Q1 | $703K | Sell |
3,491
-1,907
| -35% | -$384K | 0.04% | 373 |
|
|
2022
Q4 | $1.12M | Buy |
5,398
+289
| +6% | +$59.8K | 0.07% | 256 |
|
|
2022
Q3 | $995K | Sell |
5,109
-24,981
| -83% | -$4.87M | 0.07% | 254 |
|
|
2022
Q2 | $6.48M | Buy |
30,090
+39
| +0.1% | +$8.4K | 0.32% | 63 |
|
|
2022
Q1 | $8.21M | Buy |
30,051
+806
| +3% | +$220K | 0.35% | 53 |
|
|
2021
Q4 | $7.37M | Sell |
29,245
-363
| -1% | -$91.4K | 0.28% | 77 |
|
|
2021
Q3 | $5.97M | Sell |
29,608
-609
| -2% | -$123K | 0.23% | 103 |
|
|
2021
Q2 | $6.79M | Sell |
30,217
-946
| -3% | -$213K | 0.26% | 77 |
|
|
2021
Q1 | $6.92M | Sell |
31,163
-287
| -0.9% | -$63.7K | 0.19% | 124 |
|
|
2020
Q4 | $6.84M | Buy |
31,450
+1,714
| +6% | +$373K | 0.27% | 79 |
|
|
2020
Q3 | $5.89M | Sell |
29,736
-944
| -3% | -$187K | 0.31% | 72 |
|
|
2020
Q2 | $4.99M | Sell |
30,680
-488
| -2% | -$79.4K | 0.28% | 86 |
|
|
2020
Q1 | $4.33M | Buy |
31,168
+360
| +1% | +$50K | 0.29% | 76 |
|
|
2019
Q4 | $5.59M | Sell |
30,808
-1,292
| -4% | -$234K | 0.3% | 91 |
|
|
2019
Q3 | $5.22M | Sell |
32,100
-239
| -0.7% | -$38.9K | 0.31% | 81 |
|
|
2019
Q2 | $5.47M | Sell |
32,339
-640
| -2% | -$108K | 0.34% | 74 |
|
|
2019
Q1 | $5.51M | Sell |
32,979
-23
| -0.1% | -$3.85K | 0.36% | 68 |
|
|
2018
Q4 | $4.51M | Sell |
33,002
-475
| -1% | -$65K | 0.33% | 74 |
|
|
2018
Q3 | $5.45M | Buy |
33,477
+1,080
| +3% | +$176K | 0.36% | 64 |
|
|
2018
Q2 | $4.59M | Sell |
32,397
-2,738
| -8% | -$388K | 0.36% | 77 |
|
|
2018
Q1 | $4.72M | Sell |
35,135
-141
| -0.4% | -$19K | 0.41% | 65 |
|
|
2017
Q4 | $4.73M | Buy |
35,276
+1,046
| +3% | +$140K | 0.42% | 67 |
|
|
2017
Q3 | $3.97M | Buy |
34,230
+5,795
| +20% | +$672K | 0.39% | 70 |
|
|
2017
Q2 | $3.1M | Sell |
28,435
-383
| -1% | -$41.7K | 0.32% | 84 |
|
|
2017
Q1 | $3.05M | Buy |
28,818
+1,527
| +6% | +$162K | 0.32% | 87 |
|
|
2016
Q4 | $2.83M | Sell |
27,291
-730
| -3% | -$75.7K | 0.37% | 77 |
|
|
2016
Q3 | $2.73M | Sell |
28,021
-559
| -2% | -$54.5K | 0.37% | 65 |
|
|
2016
Q2 | $2.5M | Sell |
28,580
-294
| -1% | -$25.7K | 0.36% | 67 |
|
|
2016
Q1 | $2.28M | Buy |
+28,874
| New | +$2.28M | 0.35% | 64 |
|