Intelligent Financial Strategies’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 | $859K | Hold |
3,734
| – | – | 0.46% | 21 |
|
|
2025
Q1 | $882K | Hold |
3,734
| – | – | 0.46% | 20 |
|
|
2024
Q4 | $851K | Sell |
3,734
-117
| -3% | -$26.7K | 0.47% | 21 |
|
|
2024
Q3 | $949K | Hold |
3,851
| – | – | 0.52% | 21 |
|
|
2024
Q2 | $871K | Hold |
3,851
| – | – | 0.54% | 20 |
|
|
2024
Q1 | $947K | Hold |
3,851
| – | – | 0.59% | 19 |
|
|
2023
Q4 | $946K | Hold |
3,851
| – | – | 0.66% | 21 |
|
|
2023
Q3 | $784K | Hold |
3,851
| – | – | 0.58% | 21 |
|
|
2023
Q2 | $788K | Hold |
3,851
| – | – | 0.57% | 24 |
|
|
2023
Q1 | $775K | Sell |
3,851
-75
| -2% | -$15.1K | 0.61% | 26 |
|
|
2022
Q4 | $813K | Buy |
3,926
+647
| +20% | +$134K | 0.68% | 27 |
|
|
2022
Q3 | $639K | Buy |
3,279
+2
| +0.1% | +$390 | 0.67% | 32 |
|
|
2022
Q2 | $699K | Sell |
3,277
-425
| -11% | -$90.7K | 0.71% | 31 |
|
|
2022
Q1 | $1.01M | Sell |
3,702
-530
| -13% | -$145K | 0.99% | 22 |
|
|
2021
Q4 | $1.07M | Buy |
+4,232
| New | +$1.07M | 0.96% | 25 |
|