HPIA
Hamilton Point Investment Advisors’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Hold |
5,145
| – | – | 0.19% | 69 |
|
|
2025
Q1 | $1.22M | Sell |
5,145
-12
| -0.2% | -$2.84K | 0.22% | 68 |
|
|
2024
Q4 | $1.18M | Sell |
5,157
-345
| -6% | -$78.7K | 0.21% | 64 |
|
|
2024
Q3 | $1.36M | Sell |
5,502
-4
| -0.1% | -$986 | 0.24% | 63 |
|
|
2024
Q2 | $1.25M | Sell |
5,506
-50
| -0.9% | -$11.3K | 0.24% | 64 |
|
|
2024
Q1 | $1.37M | Hold |
5,556
| – | – | 0.26% | 67 |
|
|
2023
Q4 | $1.36M | Hold |
5,556
| – | – | 0.27% | 65 |
|
|
2023
Q3 | $1.13M | Hold |
5,556
| – | – | 0.28% | 64 |
|
|
2023
Q2 | $1.14M | Hold |
5,556
| – | – | 0.27% | 65 |
|
|
2023
Q1 | $1.12M | Buy |
5,556
+252
| +5% | +$50.7K | 0.27% | 62 |
|
|
2022
Q4 | $1.1M | Buy |
5,304
+4
| +0.1% | +$828 | 0.3% | 58 |
|
|
2022
Q3 | $1.03M | Hold |
5,300
| – | – | 0.31% | 58 |
|
|
2022
Q2 | $1.13M | Sell |
5,300
-28
| -0.5% | -$5.97K | 0.33% | 58 |
|
|
2022
Q1 | $1.46M | Hold |
5,328
| – | – | 0.37% | 58 |
|
|
2021
Q4 | $1.34M | Buy |
5,328
+28
| +0.5% | +$7.05K | 0.32% | 59 |
|
|
2021
Q3 | $1.04M | Buy |
5,300
+81
| +2% | +$15.9K | 0.28% | 60 |
|
|
2021
Q2 | $1.15M | Sell |
5,219
-42
| -0.8% | -$9.24K | 0.31% | 60 |
|
|
2021
Q1 | $1.16M | Sell |
5,261
-60
| -1% | -$13.2K | 0.34% | 59 |
|
|
2020
Q4 | $1.11M | Hold |
5,321
| – | – | 0.35% | 57 |
|
|
2020
Q3 | $1.05M | Hold |
5,321
| – | – | 0.37% | 55 |
|
|
2020
Q2 | $900K | Sell |
5,321
-36
| -0.7% | -$6.09K | 0.35% | 55 |
|
|
2020
Q1 | $756K | Hold |
5,357
| – | – | 0.35% | 56 |
|
|
2019
Q4 | $968K | Hold |
5,357
| – | – | 0.37% | 59 |
|
|
2019
Q3 | $868K | Sell |
5,357
-86
| -2% | -$13.9K | 0.35% | 58 |
|
|
2019
Q2 | $920K | Hold |
5,443
| – | – | 0.39% | 57 |
|
|
2019
Q1 | $910K | Hold |
5,443
| – | – | 0.4% | 57 |
|
|
2018
Q4 | $752K | Buy |
5,443
+65
| +1% | +$8.98K | 0.38% | 58 |
|
|
2018
Q3 | $876K | Hold |
5,378
| – | – | 0.41% | 58 |
|
|
2018
Q2 | $762K | Buy |
5,378
+21
| +0.4% | +$2.98K | 0.38% | 59 |
|
|
2018
Q1 | $720K | Hold |
5,357
| – | – | 0.37% | 59 |
|
|
2017
Q4 | $718K | Hold |
5,357
| – | – | 0.38% | 59 |
|
|
2017
Q3 | $621K | Sell |
5,357
-50
| -0.9% | -$5.8K | 0.34% | 62 |
|
|
2017
Q2 | $589K | Hold |
5,407
| – | – | 0.33% | 62 |
|
|
2017
Q1 | $573K | Hold |
5,407
| – | – | 0.33% | 64 |
|
|
2016
Q4 | $561K | Hold |
5,407
| – | – | 0.35% | 63 |
|
|
2016
Q3 | $527K | Buy |
5,407
+105
| +2% | +$10.2K | 0.33% | 63 |
|
|
2016
Q2 | $463K | Buy |
5,302
+1,122
| +27% | +$98K | 0.3% | 63 |
|
|
2016
Q1 | $333K | Sell |
4,180
-240
| -5% | -$19.1K | 0.22% | 64 |
|
|
2015
Q4 | $346K | Sell |
4,420
-35
| -0.8% | -$2.74K | 0.24% | 65 |
|
|
2015
Q3 | $394K | Buy |
+4,455
| New | +$394K | 0.31% | 64 |
|