Golden State 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 | $427K | Buy |
1,856
+198
| +12% | +$45.6K | 0.05% | 262 |
|
|
2025
Q1 | $392K | Buy |
1,658
+56
| +3% | +$13.2K | 0.06% | 242 |
|
|
2024
Q4 | $366K | Buy |
+1,602
| New | +$366K | 0.05% | 244 |
|
|
2022
Q1 | $291K | Sell |
1,064
-2,421
| -69% | -$662K | 0.06% | 240 |
|
|
2021
Q4 | $878K | Buy |
3,485
+2,285
| +190% | +$576K | 0.15% | 138 |
|
|
2021
Q3 | $235K | Sell |
1,200
-87
| -7% | -$17K | 0.05% | 263 |
|
|
2021
Q2 | $283K | Buy |
1,287
+195
| +18% | +$42.9K | 0.06% | 237 |
|
|
2021
Q1 | $240K | Sell |
1,092
-1,547
| -59% | -$340K | 0.08% | 174 |
|
|
2020
Q4 | $550K | Buy |
2,639
+1,429
| +118% | +$298K | 0.16% | 115 |
|
|
2020
Q3 | $238K | Sell |
1,210
-1,557
| -56% | -$306K | 0.08% | 173 |
|
|
2020
Q2 | $468K | Buy |
2,767
+2,276
| +464% | +$385K | 0.15% | 104 |
|
|
2020
Q1 | $69K | Buy |
+491
| New | +$69K | 0.03% | 307 |
|
|
2019
Q4 | – | Sell |
-694
| Closed | -$112K | – | 867 |
|
|
2019
Q3 | $112K | Sell |
694
-89
| -11% | -$14.4K | 0.04% | 297 |
|
|
2019
Q2 | $132K | Buy |
783
+141
| +22% | +$23.8K | 0.04% | 293 |
|
|
2019
Q1 | $107K | Buy |
+642
| New | +$107K | 0.04% | 314 |
|