Glass Jacobson Investment 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 | $68.1K | Sell |
296
-132
| -31% | -$30.4K | 0.03% | 262 |
|
|
2025
Q1 | $97.6K | Hold |
428
| – | – | 0.03% | 300 |
|
|
2024
Q4 | $97.6K | Buy |
428
+32
| +8% | +$7.3K | 0.03% | 300 |
|
|
2024
Q3 | $97.6K | Hold |
396
| – | – | 0.03% | 283 |
|
|
2024
Q2 | $89.6K | Sell |
396
-167
| -30% | -$37.8K | 0.03% | 285 |
|
|
2024
Q1 | $138K | Sell |
563
-200
| -26% | -$49.2K | 0.05% | 242 |
|
|
2023
Q4 | $187K | Sell |
763
-3
| -0.4% | -$737 | 0.08% | 214 |
|
|
2023
Q3 | $156K | Hold |
766
| – | – | 0.07% | 225 |
|
|
2023
Q2 | $157K | Buy |
+766
| New | +$157K | 0.07% | 215 |
|
|
2022
Q4 | $158K | Buy |
+765
| New | +$158K | 0.08% | 212 |
|