Investment House LLC’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 | $12.8M | Sell |
55,845
-347
| -0.6% | -$79.8K | 0.65% | 41 |
|
|
2025
Q1 | $13.3M | Buy |
56,192
+975
| +2% | +$230K | 0.76% | 35 |
|
|
2024
Q4 | $12.6M | Buy |
55,217
+485
| +0.9% | +$111K | 0.69% | 40 |
|
|
2024
Q3 | $13.5M | Buy |
54,732
+438
| +0.8% | +$108K | 0.73% | 36 |
|
|
2024
Q2 | $12.3M | Buy |
54,294
+448
| +0.8% | +$101K | 0.7% | 38 |
|
|
2024
Q1 | $13.2M | Buy |
53,846
+7,000
| +15% | +$1.72M | 0.78% | 37 |
|
|
2023
Q4 | $11.5M | Buy |
46,846
+787
| +2% | +$193K | 0.81% | 32 |
|
|
2023
Q3 | $9.38M | Sell |
46,059
-940
| -2% | -$191K | 0.74% | 39 |
|
|
2023
Q2 | $9.62M | Sell |
46,999
-5,120
| -10% | -$1.05M | 0.72% | 40 |
|
|
2023
Q1 | $10.5M | Buy |
52,119
+919
| +2% | +$185K | 0.86% | 37 |
|
|
2022
Q4 | $10.6M | Buy |
51,200
+5,424
| +12% | +$1.12M | 0.99% | 35 |
|
|
2022
Q3 | $8.92M | Buy |
45,776
+1,364
| +3% | +$266K | 0.83% | 39 |
|
|
2022
Q2 | $9.47M | Buy |
44,412
+5,485
| +14% | +$1.17M | 0.83% | 39 |
|
|
2022
Q1 | $10.6M | Buy |
38,927
+103
| +0.3% | +$28.1K | 0.78% | 39 |
|
|
2021
Q4 | $9.78M | Buy |
38,824
+575
| +2% | +$145K | 0.63% | 47 |
|
|
2021
Q3 | $7.5M | Buy |
38,249
+5,740
| +18% | +$1.13M | 0.55% | 46 |
|
|
2021
Q2 | $7.15M | Buy |
32,509
+771
| +2% | +$170K | 0.5% | 51 |
|
|
2021
Q1 | $7M | Buy |
31,738
+300
| +1% | +$66.1K | 0.54% | 49 |
|
|
2020
Q4 | $6.55M | Buy |
31,438
+100
| +0.3% | +$20.8K | 0.46% | 57 |
|
|
2020
Q3 | $6.17M | Buy |
31,338
+310
| +1% | +$61K | 0.48% | 56 |
|
|
2020
Q2 | $5.25M | Sell |
31,028
-470
| -1% | -$79.5K | 0.46% | 60 |
|
|
2020
Q1 | $4.44M | Buy |
31,498
+173
| +0.6% | +$24.4K | 0.51% | 55 |
|
|
2019
Q4 | $5.66M | Sell |
31,325
-138
| -0.4% | -$24.9K | 0.52% | 53 |
|
|
2019
Q3 | $5.1M | Buy |
31,463
+639
| +2% | +$103K | 0.51% | 57 |
|
|
2019
Q2 | $5.21M | Buy |
30,824
+3,849
| +14% | +$651K | 0.55% | 54 |
|
|
2019
Q1 | $4.51M | Buy |
26,975
+130
| +0.5% | +$21.7K | 0.49% | 60 |
|
|
2018
Q4 | $3.71M | Buy |
26,845
+2,335
| +10% | +$323K | 0.46% | 64 |
|
|
2018
Q3 | $3.99M | Buy |
24,510
+980
| +4% | +$160K | 0.43% | 63 |
|
|
2018
Q2 | $3.33M | Buy |
23,530
+245
| +1% | +$34.7K | 0.39% | 68 |
|
|
2018
Q1 | $3.13M | Buy |
23,285
+240
| +1% | +$32.3K | 0.38% | 71 |
|
|
2017
Q4 | $3.09M | Buy |
23,045
+680
| +3% | +$91.2K | 0.38% | 71 |
|
|
2017
Q3 | $2.59M | Buy |
22,365
+2,890
| +15% | +$335K | 0.34% | 78 |
|
|
2017
Q2 | $2.12M | Buy |
19,475
+1,580
| +9% | +$172K | 0.29% | 85 |
|
|
2017
Q1 | $1.9M | Buy |
17,895
+130
| +0.7% | +$13.8K | 0.27% | 88 |
|
|
2016
Q4 | $1.84M | Buy |
17,765
+525
| +3% | +$54.4K | 0.28% | 87 |
|
|
2016
Q3 | $1.68M | Buy |
17,240
+125
| +0.7% | +$12.2K | 0.25% | 91 |
|
|
2016
Q2 | $1.49M | Buy |
17,115
+2,075
| +14% | +$181K | 0.24% | 90 |
|
|
2016
Q1 | $1.2M | Sell |
15,040
-220
| -1% | -$17.5K | 0.19% | 99 |
|
|
2015
Q4 | $1.19M | Sell |
15,260
-185
| -1% | -$14.5K | 0.19% | 96 |
|
|
2015
Q3 | $1.37M | Sell |
15,445
-3,525
| -19% | -$312K | 0.24% | 95 |
|
|
2015
Q2 | $1.81M | Buy |
18,970
+2,695
| +17% | +$257K | 0.29% | 90 |
|
|
2015
Q1 | $1.76M | Buy |
16,275
+2,460
| +18% | +$266K | 0.28% | 91 |
|
|
2014
Q4 | $1.65M | Buy |
13,815
+1,465
| +12% | +$175K | 0.27% | 92 |
|
|
2014
Q3 | $1.34M | Buy |
12,350
+150
| +1% | +$16.3K | 0.22% | 94 |
|
|
2014
Q2 | $1.22M | Sell |
12,200
-100
| -0.8% | -$9.98K | 0.21% | 94 |
|
|
2014
Q1 | $1.15M | Hold |
12,300
| – | – | 0.21% | 96 |
|
|
2013
Q4 | $1.03M | Hold |
12,300
| – | – | 0.19% | 93 |
|
|
2013
Q3 | $955K | Buy |
12,300
+250
| +2% | +$19.4K | 0.19% | 89 |
|
|
2013
Q2 | $930K | Buy |
+12,050
| New | +$930K | 0.2% | 87 |
|