Holistic Planning’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 | $629K | Buy |
2,733
+28
| +1% | +$6.44K | 0.18% | 99 |
|
|
2025
Q1 | $639K | Sell |
2,705
-50
| -2% | -$11.8K | 0.22% | 83 |
|
|
2024
Q4 | $628K | Buy |
2,755
+17
| +0.6% | +$3.88K | 0.23% | 80 |
|
|
2024
Q3 | $675K | Buy |
2,738
+765
| +39% | +$189K | 0.29% | 71 |
|
|
2024
Q2 | $485K | Hold |
1,973
| – | – | 0.37% | 65 |
|
|
2024
Q1 | $485K | Sell |
1,973
-9
| -0.5% | -$2.21K | 0.37% | 66 |
|
|
2023
Q4 | $487K | Buy |
+1,982
| New | +$487K | 0.41% | 61 |
|