Independent Solutions 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 | $388K | Sell |
1,687
-66
| -4% | -$15.2K | 0.08% | 136 |
|
|
2025
Q1 | $414K | Sell |
1,753
-98
| -5% | -$23.2K | 0.09% | 132 |
|
|
2024
Q4 | $422K | Sell |
1,851
-71
| -4% | -$16.2K | 0.09% | 124 |
|
|
2024
Q3 | $474K | Sell |
1,922
-2
| -0.1% | -$493 | 0.11% | 120 |
|
|
2024
Q2 | $435K | Sell |
1,924
-55
| -3% | -$12.4K | 0.1% | 127 |
|
|
2024
Q1 | $487K | Hold |
1,979
| – | – | 0.12% | 125 |
|
|
2023
Q4 | $486K | Sell |
1,979
-537
| -21% | -$132K | 0.12% | 121 |
|
|
2023
Q3 | $512K | Sell |
2,516
-3,664
| -59% | -$746K | 0.13% | 126 |
|
|
2023
Q2 | $1.26M | Buy |
6,180
+330
| +6% | +$67.5K | 0.32% | 71 |
|
|
2023
Q1 | $1.18M | Buy |
5,850
+144
| +3% | +$29K | 0.35% | 70 |
|
|
2022
Q4 | $1.18M | Buy |
5,706
+3,631
| +175% | +$752K | 0.36% | 68 |
|
|
2022
Q3 | $404K | Buy |
2,075
+1
| +0% | +$195 | 0.13% | 133 |
|
|
2022
Q2 | $442K | Sell |
2,074
-510
| -20% | -$109K | 0.14% | 125 |
|
|
2022
Q1 | $706K | Sell |
2,584
-243
| -9% | -$66.4K | 0.17% | 104 |
|
|
2021
Q4 | $712K | Sell |
2,827
-47
| -2% | -$11.8K | 0.17% | 111 |
|
|
2021
Q3 | $563K | Buy |
2,874
+12
| +0.4% | +$2.35K | 0.14% | 127 |
|
|
2021
Q2 | $629K | Buy |
2,862
+416
| +17% | +$91.5K | 0.15% | 126 |
|
|
2021
Q1 | $539K | Sell |
2,446
-1,404
| -36% | -$309K | 0.15% | 114 |
|
|
2020
Q4 | $802K | Buy |
3,850
+50
| +1% | +$10.4K | 0.25% | 81 |
|
|
2020
Q3 | $748K | Sell |
3,800
-284
| -7% | -$55.9K | 0.29% | 73 |
|
|
2020
Q2 | $690K | Sell |
4,084
-220
| -5% | -$37.2K | 0.3% | 65 |
|
|
2020
Q1 | $607K | Buy |
4,304
+1,582
| +58% | +$223K | 0.34% | 58 |
|
|
2019
Q4 | $492K | Buy |
+2,722
| New | +$492K | 0.22% | 91 |
|