HB 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 | $12.4M | Sell |
54,017
-4,609
| -8% | -$1.06M | 0.1% | 110 |
|
|
2025
Q1 | $13.8M | Buy |
58,626
+13,619
| +30% | +$3.22M | 0.12% | 105 |
|
|
2024
Q4 | $10.3M | Buy |
45,007
+1,290
| +3% | +$294K | 0.1% | 94 |
|
|
2024
Q3 | $10.8M | Buy |
43,717
+890
| +2% | +$219K | 0.12% | 89 |
|
|
2024
Q2 | $9.69M | Buy |
42,827
+218
| +0.5% | +$49.3K | 0.11% | 88 |
|
|
2024
Q1 | $10.5M | Buy |
42,609
+1,219
| +3% | +$300K | 0.13% | 81 |
|
|
2023
Q4 | $10.2M | Buy |
41,390
+1,680
| +4% | +$413K | 0.15% | 77 |
|
|
2023
Q3 | $8.09M | Buy |
39,710
+2,173
| +6% | +$442K | 0.13% | 83 |
|
|
2023
Q2 | $7.68M | Buy |
37,537
+1,806
| +5% | +$370K | 0.12% | 89 |
|
|
2023
Q1 | $7.19M | Buy |
35,731
+764
| +2% | +$154K | 0.12% | 87 |
|
|
2022
Q4 | $7.24M | Buy |
34,967
+2,060
| +6% | +$427K | 0.13% | 83 |
|
|
2022
Q3 | $6.41M | Buy |
32,907
+248
| +0.8% | +$48.3K | 0.14% | 78 |
|
|
2022
Q2 | $6.97M | Buy |
32,659
+2,389
| +8% | +$509K | 0.14% | 74 |
|
|
2022
Q1 | $8.27M | Buy |
30,270
+3,921
| +15% | +$1.07M | 0.15% | 66 |
|
|
2021
Q4 | $6.64M | Buy |
+26,349
| New | +$6.64M | 0.13% | 67 |
|