Kapstone Financial Advisors’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 | $214K | Hold |
930
| – | – | 0.11% | 104 |
|
|
2025
Q1 | $220K | Hold |
930
| – | – | 0.12% | 95 |
|
|
2024
Q4 | $232K | Hold |
930
| – | – | 0.12% | 96 |
|
|
2024
Q3 | $227K | Hold |
930
| – | – | 0.14% | 93 |
|
|
2024
Q2 | $210K | Hold |
930
| – | – | 0.14% | 96 |
|
|
2024
Q1 | $229K | Hold |
930
| – | – | 0.16% | 94 |
|
|
2023
Q4 | $225K | Buy |
+930
| New | +$225K | 0.18% | 91 |
|
|
2023
Q3 | – | Sell |
-946
| Closed | -$219K | – | 99 |
|
|
2023
Q2 | $219K | Buy |
+946
| New | +$219K | 0.18% | 92 |
|