JIP
Jaffetilchin Investment Partners’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2M | Sell |
8,674
-4,763
| -35% | -$1.1M | 0.13% | 113 |
|
|
2025
Q1 | $3.17M | Buy |
13,437
+435
| +3% | +$103K | 0.23% | 74 |
|
|
2024
Q4 | $2.96M | Buy |
13,002
+1,043
| +9% | +$238K | 0.21% | 77 |
|
|
2024
Q3 | $2.95M | Buy |
11,959
+1,053
| +10% | +$260K | 0.22% | 71 |
|
|
2024
Q2 | $2.47M | Buy |
10,906
+430
| +4% | +$97.3K | 0.21% | 76 |
|
|
2024
Q1 | $2.58M | Buy |
10,476
+1,507
| +17% | +$371K | 0.23% | 73 |
|
|
2023
Q4 | $2.2M | Buy |
8,969
+428
| +5% | +$105K | 0.21% | 77 |
|
|
2023
Q3 | $1.74M | Buy |
8,541
+382
| +5% | +$77.8K | 0.19% | 80 |
|
|
2023
Q2 | $1.67M | Buy |
8,159
+477
| +6% | +$97.6K | 0.18% | 83 |
|
|
2023
Q1 | $1.55M | Buy |
7,682
+305
| +4% | +$61.4K | 0.18% | 101 |
|
|
2022
Q4 | $1.53M | Sell |
7,377
-1,392
| -16% | -$288K | 0.19% | 96 |
|
|
2022
Q3 | $1.71M | Buy |
8,769
+307
| +4% | +$59.8K | 0.22% | 73 |
|
|
2022
Q2 | $1.81M | Sell |
8,462
-49
| -0.6% | -$10.5K | 0.21% | 81 |
|
|
2022
Q1 | $1.92M | Buy |
8,511
+389
| +5% | +$87.9K | 0.23% | 72 |
|
|
2021
Q4 | $2.05M | Buy |
8,122
+689
| +9% | +$174K | 0.19% | 82 |
|
|
2021
Q3 | $1.46M | Sell |
7,433
-4,981
| -40% | -$976K | 0.16% | 97 |
|
|
2021
Q2 | $2.66M | Buy |
12,414
+6,140
| +98% | +$1.32M | 0.18% | 91 |
|
|
2021
Q1 | $1.38M | Buy |
6,274
+335
| +6% | +$73.8K | 0.16% | 109 |
|
|
2020
Q4 | $1.24M | Buy |
5,939
+967
| +19% | +$201K | 0.18% | 89 |
|
|
2020
Q3 | $979K | Buy |
4,972
+206
| +4% | +$40.6K | 0.18% | 74 |
|
|
2020
Q2 | $806K | Buy |
4,766
+575
| +14% | +$97.2K | 0.18% | 79 |
|
|
2020
Q1 | $591K | Buy |
4,191
+234
| +6% | +$33K | 0.21% | 73 |
|
|
2019
Q4 | $715K | Buy |
3,957
+134
| +4% | +$24.2K | 0.15% | 97 |
|
|
2019
Q3 | $619K | Buy |
3,823
+106
| +3% | +$17.2K | 0.15% | 96 |
|
|
2019
Q2 | $629K | Buy |
3,717
+707
| +23% | +$120K | 0.15% | 104 |
|
|
2019
Q1 | $503K | Sell |
3,010
-73
| -2% | -$12.2K | 0.11% | 159 |
|
|
2018
Q4 | $426K | Buy |
3,083
+273
| +10% | +$37.7K | 0.11% | 151 |
|
|
2018
Q3 | $458K | Buy |
2,810
+1,056
| +60% | +$172K | 0.1% | 169 |
|
|
2018
Q2 | $248K | Sell |
1,754
-3,032
| -63% | -$429K | 0.06% | 248 |
|
|
2018
Q1 | $643K | Buy |
4,786
+3,149
| +192% | +$423K | 0.14% | 125 |
|
|
2017
Q4 | $220K | Buy |
+1,637
| New | +$220K | 0.07% | 215 |
|
|
2017
Q2 | – | Sell |
-2,015
| Closed | -$213K | – | 291 |
|
|
2017
Q1 | $213K | Buy |
+2,015
| New | +$213K | 0.05% | 238 |
|
|
2015
Q3 | – | Sell |
-7,524
| Closed | -$718K | – | 231 |
|
|
2015
Q2 | $718K | Sell |
7,524
-5,639
| -43% | -$538K | 0.22% | 84 |
|
|
2015
Q1 | $1.43M | Buy |
13,163
+4,511
| +52% | +$489K | 0.43% | 33 |
|
|
2014
Q4 | $1.03M | Sell |
8,652
-4,553
| -34% | -$543K | 0.35% | 45 |
|
|
2014
Q3 | $1.43M | Buy |
13,205
+4,325
| +49% | +$469K | 0.53% | 28 |
|
|
2014
Q2 | $886K | Buy |
8,880
+4,094
| +86% | +$408K | 0.32% | 46 |
|
|
2014
Q1 | $898K | Buy |
4,786
+2,073
| +76% | +$389K | 0.35% | 48 |
|
|
2013
Q4 | $456K | Buy |
2,713
+139
| +5% | +$23.4K | 0.22% | 91 |
|
|
2013
Q3 | $400K | Sell |
2,574
-3,955
| -61% | -$615K | 0.23% | 94 |
|
|
2013
Q2 | $1.01M | Buy |
+6,529
| New | +$1.01M | 0.7% | 34 |
|