IHT 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 | $2.37M | Buy |
10,321
+157
| +2% | +$36.1K | 0.07% | 282 |
|
2025
Q1 | $2.4M | Sell |
10,164
-825
| -8% | -$195K | 0.08% | 250 |
|
2024
Q4 | $2.51M | Sell |
10,989
-5,649
| -34% | -$1.29M | 0.08% | 230 |
|
2024
Q3 | $4.1M | Buy |
16,638
+5,617
| +51% | +$1.38M | 0.12% | 185 |
|
2024
Q2 | $2.49M | Sell |
11,021
-632
| -5% | -$143K | 0.09% | 218 |
|
2024
Q1 | $2.87M | Buy |
11,653
+2,343
| +25% | +$576K | 0.11% | 184 |
|
2023
Q4 | $2.29M | Sell |
9,310
-1,866
| -17% | -$458K | 0.1% | 201 |
|
2023
Q3 | $2.28M | Sell |
11,176
-66
| -0.6% | -$13.4K | 0.12% | 177 |
|
2023
Q2 | $2.3M | Buy |
11,242
+910
| +9% | +$186K | 0.12% | 169 |
|
2023
Q1 | $2.08M | Sell |
10,332
-71
| -0.7% | -$14.3K | 0.12% | 170 |
|
2022
Q4 | $2.15M | Buy |
10,403
+2,160
| +26% | +$447K | 0.14% | 164 |
|
2022
Q3 | $1.61M | Buy |
8,243
+2,292
| +39% | +$447K | 0.12% | 194 |
|
2022
Q2 | $1.27M | Sell |
5,951
-863
| -13% | -$184K | 0.11% | 191 |
|
2022
Q1 | $1.86M | Buy |
6,814
+68
| +1% | +$18.6K | 0.14% | 153 |
|
2021
Q4 | $1.7M | Sell |
6,746
-32
| -0.5% | -$8.06K | 0.13% | 166 |
|
2021
Q3 | $1.33M | Sell |
6,778
-196
| -3% | -$38.4K | 0.11% | 188 |
|
2021
Q2 | $1.53M | Buy |
6,974
+1,901
| +37% | +$418K | 0.1% | 219 |
|
2021
Q1 | $1.12M | Sell |
5,073
-698
| -12% | -$154K | 0.08% | 251 |
|
2020
Q4 | $1.2M | Buy |
5,771
+641
| +12% | +$134K | 0.1% | 212 |
|
2020
Q3 | $1.01M | Buy |
5,130
+822
| +19% | +$162K | 0.1% | 207 |
|
2020
Q2 | $728K | Sell |
4,308
-2,621
| -38% | -$443K | 0.1% | 221 |
|
2020
Q1 | $977K | Buy |
6,929
+1,813
| +35% | +$256K | 0.14% | 161 |
|
2019
Q4 | $925K | Buy |
5,116
+135
| +3% | +$24.4K | 0.11% | 211 |
|
2019
Q3 | $807K | Buy |
4,981
+1,224
| +33% | +$198K | 0.11% | 221 |
|
2019
Q2 | $635K | Buy |
3,757
+186
| +5% | +$31.4K | 0.09% | 242 |
|
2019
Q1 | $597K | Sell |
3,571
-168
| -4% | -$28.1K | 0.1% | 237 |
|
2018
Q4 | $517K | Buy |
3,739
+55
| +1% | +$7.61K | 0.1% | 240 |
|
2018
Q3 | $600K | Sell |
3,684
-6
| -0.2% | -$977 | 0.13% | 196 |
|
2018
Q2 | $523K | Buy |
3,690
+1,735
| +89% | +$246K | 0.13% | 200 |
|
2018
Q1 | $260K | Sell |
1,955
-66
| -3% | -$8.78K | 0.07% | 304 |
|
2017
Q4 | $282K | Buy |
2,021
+373
| +23% | +$52K | 0.07% | 293 |
|
2017
Q3 | $188K | Sell |
1,648
-86
| -5% | -$9.81K | 0.08% | 256 |
|
2017
Q2 | $6 | Buy |
1,734
+82
| +5% | – | ﹤0.01% | 1078 |
|
2017
Q1 | $176K | Sell |
1,652
-90
| -5% | -$9.59K | 0.12% | 198 |
|
2016
Q4 | $179K | Buy |
+1,742
| New | +$179K | 0.14% | 183 |
|