Golden State Equity Partners’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 | $1.05M | Sell |
4,564
-306
| -6% | -$70.4K | 0.19% | 131 |
|
2025
Q1 | $1.15M | Sell |
4,870
-107
| -2% | -$25.3K | 0.23% | 113 |
|
2024
Q4 | $1.13M | Buy |
4,977
+4,541
| +1,042% | +$1.04M | 0.22% | 117 |
|
2024
Q3 | $107K | Sell |
436
-4,419
| -91% | -$1.09M | 0.06% | 269 |
|
2024
Q2 | $1.1M | Buy |
+4,855
| New | +$1.1M | 0.23% | 110 |
|
2023
Q4 | $1.23M | Buy |
5,025
+323
| +7% | +$79.3K | 0.3% | 82 |
|
2023
Q3 | $957K | Sell |
4,702
-304
| -6% | -$61.9K | 0.27% | 98 |
|
2023
Q2 | $1.02M | Buy |
5,006
+1,979
| +65% | +$405K | 0.29% | 85 |
|
2023
Q1 | $609K | Buy |
+3,027
| New | +$609K | 0.33% | 82 |
|
2022
Q1 | $345K | Buy |
1,262
+12
| +1% | +$3.28K | 0.17% | 138 |
|
2021
Q4 | $315K | Buy |
1,250
+39
| +3% | +$9.83K | 0.16% | 122 |
|
2021
Q3 | $237K | Sell |
1,211
-30
| -2% | -$5.87K | 0.1% | 200 |
|
2021
Q2 | $273K | Buy |
1,241
+59
| +5% | +$13K | 0.11% | 193 |
|
2021
Q1 | $261K | Buy |
1,182
+5
| +0.4% | +$1.1K | 0.15% | 138 |
|
2020
Q4 | $245K | Buy |
+1,177
| New | +$245K | 0.17% | 139 |
|