Godshalk Welsh Capital 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 | $299K | Hold |
1,300
| – | – | 0.18% | 106 |
|
|
2025
Q1 | $307K | Hold |
1,300
| – | – | 0.2% | 102 |
|
|
2024
Q4 | $296K | Sell |
1,300
-25
| -2% | -$5.7K | 0.19% | 102 |
|
|
2024
Q3 | $327K | Hold |
1,325
| – | – | 0.21% | 101 |
|
|
2024
Q2 | $300K | Hold |
1,325
| – | – | 0.2% | 100 |
|
|
2024
Q1 | $326K | Buy |
1,325
+15
| +1% | +$3.69K | 0.22% | 96 |
|
|
2023
Q4 | $322K | Hold |
1,310
| – | – | 0.23% | 97 |
|
|
2023
Q3 | $267K | Hold |
1,310
| – | – | 0.2% | 100 |
|
|
2023
Q2 | $268K | Buy |
1,310
+25
| +2% | +$5.12K | 0.18% | 105 |
|
|
2023
Q1 | $259K | Hold |
1,285
| – | – | 0.18% | 104 |
|
|
2022
Q4 | $266K | Sell |
1,285
-37
| -3% | -$7.66K | 0.19% | 99 |
|
|
2022
Q3 | $258K | Buy |
1,322
+22
| +2% | +$4.29K | 0.19% | 99 |
|
|
2022
Q2 | $277K | Hold |
1,300
| – | – | 0.2% | 100 |
|
|
2022
Q1 | $355K | Hold |
1,300
| – | – | 0.22% | 98 |
|
|
2021
Q4 | $328K | Hold |
1,300
| – | – | 0.19% | 103 |
|
|
2021
Q3 | $255K | Hold |
1,300
| – | – | 0.16% | 107 |
|
|
2021
Q2 | $285K | Sell |
1,300
-50
| -4% | -$11K | 0.18% | 102 |
|
|
2021
Q1 | $298K | Hold |
1,350
| – | – | 0.21% | 101 |
|
|
2020
Q4 | $281K | Hold |
1,350
| – | – | 0.21% | 98 |
|
|
2020
Q3 | $266K | Hold |
1,350
| – | – | 0.22% | 95 |
|
|
2020
Q2 | $228K | Buy |
+1,350
| New | +$228K | 0.21% | 96 |
|
|
2020
Q1 | – | Sell |
-1,350
| Closed | -$244K | – | 110 |
|
|
2019
Q4 | $244K | Hold |
1,350
| – | – | 0.2% | 101 |
|
|
2019
Q3 | $219K | Hold |
1,350
| – | – | 0.19% | 102 |
|
|
2019
Q2 | $228K | Hold |
1,350
| – | – | 0.21% | 99 |
|
|
2019
Q1 | $226K | Buy |
+1,350
| New | +$226K | 0.22% | 98 |
|
|
2018
Q4 | – | Sell |
-1,350
| Closed | -$220K | – | 111 |
|
|
2018
Q3 | $220K | Buy |
+1,350
| New | +$220K | 0.21% | 103 |
|
|
2015
Q2 | – | Sell |
-2,100
| Closed | -$227K | – | 144 |
|
|
2015
Q1 | $227K | Hold |
2,100
| – | – | 0.23% | 125 |
|
|
2014
Q4 | $250K | Buy |
+2,100
| New | +$250K | 0.23% | 123 |
|