Houlihan Financial Resource Group’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 | $267K | Hold |
1,202
| – | – | 0.11% | 97 |
|
|
2025
Q1 | $284K | Sell |
1,202
-200
| -14% | -$47.3K | 0.13% | 90 |
|
|
2024
Q4 | $320K | Hold |
1,402
| – | – | 0.14% | 90 |
|
|
2024
Q3 | $346K | Buy |
+1,402
| New | +$346K | 0.14% | 87 |
|
|
2024
Q2 | – | Sell |
-1,299
| Closed | -$319K | – | 92 |
|
|
2024
Q1 | $319K | Hold |
1,299
| – | – | 0.14% | 84 |
|
|
2023
Q4 | $319K | Hold |
1,299
| – | – | 0.15% | 79 |
|
|
2023
Q3 | $269K | Buy |
+1,299
| New | +$269K | 0.14% | 83 |
|
|
2023
Q2 | – | Sell |
-1,299
| Closed | -$261K | – | 168 |
|
|
2023
Q1 | $261K | Buy |
1,299
+24
| +2% | +$4.82K | 0.14% | 80 |
|
|
2022
Q4 | $257K | Hold |
1,275
| – | – | 0.15% | 80 |
|
|
2022
Q3 | $265K | Buy |
+1,275
| New | +$265K | 0.16% | 74 |
|
|
2020
Q3 | $255K | Buy |
+1,275
| New | +$255K | 0.15% | 89 |
|
|
2020
Q1 | – | Sell |
-1,200
| Closed | -$217K | – | 93 |
|
|
2019
Q4 | $217K | Buy |
+1,200
| New | +$217K | 0.14% | 91 |
|