Journey Strategic Wealth’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 | $1.76M | Buy |
7,639
+2,425
| +47% | +$558K | 0.06% | 102 |
|
|
2025
Q1 | $1.23M | Buy |
5,214
+292
| +6% | +$69K | 0.04% | 112 |
|
|
2024
Q4 | $1.12M | Buy |
4,922
+284
| +6% | +$64.8K | 0.04% | 110 |
|
|
2024
Q3 | $1.14M | Buy |
4,638
+524
| +13% | +$129K | 0.04% | 116 |
|
|
2024
Q2 | $931K | Buy |
4,114
+444
| +12% | +$100K | 0.04% | 99 |
|
|
2024
Q1 | $903K | Buy |
3,670
+954
| +35% | +$235K | 0.04% | 83 |
|
|
2023
Q4 | $667K | Buy |
2,716
+409
| +18% | +$100K | 0.03% | 85 |
|
|
2023
Q3 | $470K | Buy |
2,307
+921
| +66% | +$188K | 0.02% | 84 |
|
|
2023
Q2 | $284K | Sell |
1,386
-1,435
| -51% | -$294K | 0.01% | 127 |
|
|
2023
Q1 | $568K | Buy |
2,821
+316
| +13% | +$63.6K | 0.06% | 93 |
|
|
2022
Q4 | $519K | Buy |
2,505
+445
| +22% | +$92.2K | 0.06% | 96 |
|
|
2022
Q3 | $401K | Buy |
+2,060
| New | +$401K | 0.05% | 80 |
|
|
2022
Q2 | – | Sell |
-1,836
| Closed | -$502K | – | 212 |
|
|
2022
Q1 | $502K | Buy |
1,836
+113
| +7% | +$30.9K | 0.05% | 51 |
|
|
2021
Q4 | $434K | Buy |
+1,723
| New | +$434K | 0.05% | 87 |
|