Guerra Pan 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 | $648K | Sell |
2,817
-87
| -3% | -$20K | 0.43% | 51 |
|
|
2025
Q1 | $686K | Buy |
2,904
+14
| +0.5% | +$3.31K | 0.54% | 50 |
|
|
2024
Q4 | $659K | Hold |
2,890
| – | – | 0.48% | 52 |
|
|
2024
Q3 | $712K | Hold |
2,890
| – | – | 0.57% | 49 |
|
|
2024
Q2 | $654K | Hold |
2,890
| – | – | 0.55% | 49 |
|
|
2024
Q1 | $711K | Sell |
2,890
-578
| -17% | -$142K | 0.66% | 44 |
|
|
2023
Q4 | $852K | Hold |
3,468
| – | – | 0.81% | 39 |
|
|
2023
Q3 | $706K | Buy |
3,468
+7
| +0.2% | +$1.43K | 0.82% | 37 |
|
|
2023
Q2 | $708K | Hold |
3,461
| – | – | 0.79% | 41 |
|
|
2023
Q1 | $697K | Sell |
3,461
-12
| -0.3% | -$2.42K | 0.87% | 36 |
|
|
2022
Q4 | $719K | Hold |
3,473
| – | – | 0.98% | 35 |
|
|
2022
Q3 | $679K | Hold |
3,473
| – | – | 0.99% | 33 |
|
|
2022
Q2 | $789K | Hold |
3,473
| – | – | 0.98% | 35 |
|
|
2022
Q1 | $822K | Hold |
3,473
| – | – | 0.99% | 34 |
|
|
2021
Q4 | $875K | Buy |
+3,473
| New | +$875K | 0.87% | 35 |
|