GoalVest Advisory’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 | $51.3K | Sell |
223
-4
| -2% | -$920 | 0.01% | 205 |
|
|
2025
Q1 | $53.6K | Buy |
227
+4
| +2% | +$945 | 0.01% | 180 |
|
|
2024
Q4 | $50.9K | Hold |
223
| – | – | 0.01% | 185 |
|
|
2024
Q3 | $55K | Buy |
+223
| New | +$55K | 0.02% | 180 |
|
|
2023
Q4 | – | Sell |
-4
| Closed | -$815 | – | 495 |
|
|
2023
Q3 | $815 | Buy |
+4
| New | +$815 | ﹤0.01% | 447 |
|
|
2023
Q2 | – | Sell |
-7
| Closed | -$1.42K | – | 427 |
|
|
2023
Q1 | $1.42K | Hold |
7
| – | – | ﹤0.01% | 228 |
|
|
2022
Q4 | $1.46K | Hold |
7
| – | – | ﹤0.01% | 222 |
|
|
2022
Q3 | $1K | Sell |
7
-2,380
| -100% | -$340K | ﹤0.01% | 249 |
|
|
2022
Q2 | $502K | Buy |
2,387
+2,375
| +19,792% | +$499K | 0.32% | 92 |
|
|
2022
Q1 | $3K | Buy |
+12
| New | +$3K | ﹤0.01% | 282 |
|
|
2021
Q1 | – | Sell |
-6
| Closed | -$1K | – | 241 |
|
|
2020
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 201 |
|