JIR
James Investment Research’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $829K | Sell |
3,605
-2,407
| -40% | -$554K | 0.1% | 162 |
|
|
2025
Q1 | $1.42M | Sell |
6,012
-6,592
| -52% | -$1.56M | 0.18% | 120 |
|
|
2024
Q4 | $2.87M | Sell |
12,604
-2,163
| -15% | -$493K | 0.34% | 78 |
|
|
2024
Q3 | $3.64M | Sell |
14,767
-250
| -2% | -$61.6K | 0.42% | 71 |
|
|
2024
Q2 | $3.4M | Sell |
15,017
-55
| -0.4% | -$12.4K | 0.4% | 73 |
|
|
2024
Q1 | $3.71M | Sell |
15,072
-88
| -0.6% | -$21.6K | 0.44% | 68 |
|
|
2023
Q4 | $3.72M | Sell |
15,160
-115
| -0.8% | -$28.2K | 0.47% | 68 |
|
|
2023
Q3 | $3.11M | Sell |
15,275
-35
| -0.2% | -$7.13K | 0.41% | 75 |
|
|
2023
Q2 | $3.13M | Sell |
15,310
-401
| -3% | -$82.1K | 0.4% | 79 |
|
|
2023
Q1 | $3.16M | Sell |
15,711
-1,453
| -8% | -$292K | 0.42% | 77 |
|
|
2022
Q4 | $3.55M | Buy |
17,164
+194
| +1% | +$40.2K | 0.5% | 68 |
|
|
2022
Q3 | $3.31M | Buy |
16,970
+1,252
| +8% | +$244K | 0.47% | 70 |
|
|
2022
Q2 | $3.35M | Sell |
15,718
-2,267
| -13% | -$483K | 0.45% | 71 |
|
|
2022
Q1 | $4.91M | Buy |
17,985
+100
| +0.6% | +$27.3K | 0.52% | 64 |
|
|
2021
Q4 | $4.51M | Sell |
17,885
-623
| -3% | -$157K | 0.41% | 71 |
|
|
2021
Q3 | $3.63M | Buy |
18,508
+125
| +0.7% | +$24.5K | 0.34% | 82 |
|
|
2021
Q2 | $4.04M | Buy |
18,383
+836
| +5% | +$184K | 0.35% | 85 |
|
|
2021
Q1 | $3.87M | Sell |
17,547
-6,641
| -27% | -$1.46M | 0.35% | 89 |
|
|
2020
Q4 | $5.04M | Sell |
24,188
-67
| -0.3% | -$14K | 0.45% | 76 |
|
|
2020
Q3 | $4.78M | Buy |
24,255
+17,670
| +268% | +$3.48M | 0.44% | 68 |
|
|
2020
Q2 | $1.11M | Buy |
+6,585
| New | +$1.11M | 0.1% | 146 |
|
|
2019
Q2 | – | Sell |
-10
| Closed | -$2K | – | 794 |
|
|
2019
Q1 | $2K | Sell |
10
-3
| -23% | -$600 | ﹤0.01% | 809 |
|
|
2018
Q4 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 786 |
|
|
2017
Q1 | – | Sell |
-12
| Closed | -$1K | – | 705 |
|
|
2016
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 543 |
|
|
2016
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 553 |
|
|
2016
Q2 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 522 |
|
|
2015
Q2 | – | Sell |
-94
| Closed | -$10K | – | 517 |
|
|
2015
Q1 | $10K | Hold |
94
| – | – | ﹤0.01% | 491 |
|
|
2014
Q4 | $11K | Hold |
94
| – | – | ﹤0.01% | 489 |
|
|
2014
Q3 | $10K | Buy |
+94
| New | +$10K | ﹤0.01% | 493 |
|