Joule Financial’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 | $421K | Buy |
1,831
+66
| +4% | +$15.2K | 0.14% | 69 |
|
|
2025
Q1 | $417K | Hold |
1,765
| – | – | 0.15% | 69 |
|
|
2024
Q4 | $402K | Buy |
1,765
+24
| +1% | +$5.47K | 0.14% | 69 |
|
|
2024
Q3 | $429K | Buy |
1,741
+212
| +14% | +$52.3K | 0.16% | 71 |
|
|
2024
Q2 | $346K | Sell |
1,529
-75
| -5% | -$17K | 0.14% | 78 |
|
|
2024
Q1 | $397K | Sell |
1,604
-689
| -30% | -$170K | 0.16% | 70 |
|
|
2023
Q4 | $563K | Buy |
2,293
+83
| +4% | +$20.4K | 0.26% | 48 |
|
|
2023
Q3 | $450K | Sell |
2,210
-10
| -0.5% | -$2.04K | 0.23% | 57 |
|
|
2023
Q2 | $454K | Buy |
2,220
+13
| +0.6% | +$2.66K | 0.23% | 56 |
|
|
2023
Q1 | $444K | Buy |
2,207
+7
| +0.3% | +$1.41K | 0.24% | 50 |
|
|
2022
Q4 | $456K | Buy |
2,200
+67
| +3% | +$13.9K | 0.3% | 46 |
|
|
2022
Q3 | $416K | Sell |
2,133
-14
| -0.7% | -$2.73K | 0.31% | 50 |
|
|
2022
Q2 | $458K | Buy |
+2,147
| New | +$458K | 0.36% | 44 |
|