Hofer & Associates’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 | – | Sell |
-916
| Closed | -$216K | – | 62 |
|
|
2025
Q1 | $216K | Buy |
916
+1
| +0.1% | +$236 | 0.15% | 55 |
|
|
2024
Q4 | $209K | Hold |
915
| – | – | 0.14% | 60 |
|
|
2024
Q3 | $226K | Hold |
915
| – | – | 0.16% | 57 |
|
|
2024
Q2 | $207K | Buy |
915
+1
| +0.1% | +$226 | 0.16% | 56 |
|
|
2024
Q1 | $225K | Buy |
914
+52
| +6% | +$12.8K | 0.19% | 52 |
|
|
2023
Q4 | $212K | Buy |
+862
| New | +$212K | 0.2% | 52 |
|
|
2022
Q2 | – | Sell |
-862
| Closed | -$236K | – | 52 |
|
|
2022
Q1 | $236K | Hold |
862
| – | – | 0.21% | 48 |
|
|
2021
Q4 | $217K | Buy |
+862
| New | +$217K | 0.2% | 48 |
|