Jeppson 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 | $655K | Buy |
2,848
+20
| +0.7% | +$4.6K | 0.23% | 96 |
|
|
2025
Q1 | $668K | Buy |
2,828
+1
| +0% | +$236 | 0.24% | 95 |
|
|
2024
Q4 | $645K | Hold |
2,827
| – | – | 0.23% | 97 |
|
|
2024
Q3 | $697K | Hold |
2,827
| – | – | 0.25% | 95 |
|
|
2024
Q2 | $640K | Hold |
2,827
| – | – | 0.24% | 92 |
|
|
2024
Q1 | $695K | Hold |
2,827
| – | – | 0.27% | 88 |
|
|
2023
Q4 | $694K | Hold |
2,827
| – | – | 0.29% | 86 |
|
|
2023
Q3 | $576K | Hold |
2,827
| – | – | 0.26% | 95 |
|
|
2023
Q2 | $578K | Buy |
2,827
+70
| +3% | +$14.3K | 0.25% | 96 |
|
|
2023
Q1 | $555K | Buy |
2,757
+1,042
| +61% | +$210K | 0.24% | 103 |
|
|
2022
Q4 | $355K | Buy |
1,715
+74
| +5% | +$15.3K | 0.15% | 131 |
|
|
2022
Q3 | $320K | Sell |
1,641
-15
| -0.9% | -$2.93K | 0.15% | 129 |
|
|
2022
Q2 | $353K | Buy |
+1,656
| New | +$353K | 0.15% | 123 |
|
|
2020
Q4 | – | Sell |
-225
| Closed | -$44K | – | 430 |
|
|
2020
Q3 | $44K | Buy |
+225
| New | +$44K | 0.03% | 236 |
|