Kingsview Wealth Management’s Union Pacific UNP Stock Holding History

Kingsview Wealth Management’s Portfolio UNP Stock Details UNP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.56M	Sell	24,163 -100	-0.4%	-$23K	0.09%	223
2025 Q1	$5.73M	Buy	24,263 +281	+1%	+$66.4K	0.11%	193
2024 Q4	$5.47M	Buy	23,982 +148	+0.6%	+$33.8K	0.11%	191
2024 Q3	$5.87M	Sell	23,834 -419	-2%	-$103K	0.12%	173
2024 Q2	$5.49M	Buy	24,253 +144	+0.6%	+$32.6K	0.13%	173
2024 Q1	$5.93M	Buy	24,109 +1,658	+7%	+$408K	0.15%	156
2023 Q4	$5.51M	Sell	22,451 -941	-4%	-$231K	0.16%	144
2023 Q3	$4.76M	Sell	23,392 -13,592	-37%	-$2.77M	0.17%	132
2023 Q2	$7.57M	Sell	36,984 -16	-0%	-$3.27K	0.3%	80
2023 Q1	$7.45M	Sell	37,000 -1,038	-3%	-$209K	0.31%	75
2022 Q4	$7.88M	Sell	38,038 -5	-0%	-$1.04K	0.34%	67
2022 Q3	$7.41M	Buy	38,043 +3,991	+12%	+$777K	0.35%	64
2022 Q2	$7.26M	Buy	34,052 +2,641	+8%	+$563K	0.35%	70
2022 Q1	$8.58M	Buy	31,411 +3,998	+15%	+$1.09M	0.38%	56
2021 Q4	$6.91M	Buy	27,413 +6,022	+28%	+$1.52M	0.29%	79
2021 Q3	$4.19M	Buy	21,391 +1,713	+9%	+$336K	0.2%	116
2021 Q2	$4.39M	Buy	19,678 +1,195	+6%	+$267K	0.22%	110
2021 Q1	$4.07M	Buy	18,483 +2,254	+14%	+$496K	0.23%	100
2020 Q4	$3.38M	Buy	16,229 +3,049	+23%	+$635K	0.24%	98
2020 Q3	$2.6M	Buy	13,180 +3,079	+30%	+$606K	0.23%	106
2020 Q2	$1.94M	Buy	10,101 +5,264	+109%	+$1.01M	0.19%	128
2020 Q1	$682K	Buy	4,837 +46	+1%	+$6.49K	0.09%	227
2019 Q4	$866K	Buy	4,791 +1,336	+39%	+$241K	0.11%	212
2019 Q3	$560K	Buy	3,455 +205	+6%	+$33.2K	0.09%	234
2019 Q2	$550K	Sell	3,250 -154	-5%	-$26.1K	0.09%	234
2019 Q1	$569K	Buy	3,404 +327	+11%	+$54.7K	0.09%	245
2018 Q4	$425K	Buy	3,077 +18	+0.6%	+$2.49K	0.09%	232
2018 Q3	$498K	Buy	3,059 +723	+31%	+$118K	0.1%	226
2018 Q2	$331K	Hold	2,336	–	–	0.08%	255
2018 Q1	$314K	Buy	2,336 +25	+1%	+$3.36K	0.08%	254
2017 Q4	$310K	Sell	2,311 -283	-11%	-$38K	0.11%	239
2017 Q3	$301K	Buy	+2,594	New	+$301K	0.13%	211