Klingman & Associates’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 | $417K | Buy |
1,811
+667
| +58% | +$153K | 0.02% | 191 |
|
|
2025
Q1 | $270K | Sell |
1,144
-449
| -28% | -$106K | 0.02% | 228 |
|
|
2024
Q4 | $363K | Sell |
1,593
-546
| -26% | -$125K | 0.02% | 187 |
|
|
2024
Q3 | $527K | Sell |
2,139
-60
| -3% | -$14.8K | 0.03% | 155 |
|
|
2024
Q2 | $498K | Sell |
2,199
-2
| -0.1% | -$453 | 0.03% | 138 |
|
|
2024
Q1 | $541K | Hold |
2,201
| – | – | 0.04% | 132 |
|
|
2023
Q4 | $541K | Sell |
2,201
-103
| -4% | -$25.3K | 0.04% | 127 |
|
|
2023
Q3 | $469K | Sell |
2,304
-64
| -3% | -$13K | 0.04% | 133 |
|
|
2023
Q2 | $485K | Buy |
2,368
+134
| +6% | +$27.4K | 0.04% | 130 |
|
|
2023
Q1 | $450K | Buy |
2,234
+10
| +0.4% | +$2.01K | 0.04% | 125 |
|
|
2022
Q4 | $461K | Buy |
2,224
+3
| +0.1% | +$621 | 0.04% | 121 |
|
|
2022
Q3 | $433K | Buy |
2,221
+8
| +0.4% | +$1.56K | 0.04% | 117 |
|
|
2022
Q2 | $472K | Sell |
2,213
-65
| -3% | -$13.9K | 0.05% | 112 |
|
|
2022
Q1 | $622K | Buy |
+2,278
| New | +$622K | 0.05% | 103 |
|
|
2016
Q4 | – | Sell |
-200
| Closed | -$20K | – | 309 |
|
|
2016
Q3 | $20K | Hold |
200
| – | – | 0.01% | 265 |
|
|
2016
Q2 | $17K | Hold |
200
| – | – | 0.01% | 275 |
|
|
2016
Q1 | $16K | Hold |
200
| – | – | 0.01% | 275 |
|
|
2015
Q4 | $16K | Hold |
200
| – | – | 0.01% | 283 |
|
|
2015
Q3 | $17K | Hold |
200
| – | – | 0.01% | 277 |
|
|
2015
Q2 | $19K | Hold |
200
| – | – | 0.01% | 265 |
|
|
2015
Q1 | $22K | Hold |
200
| – | – | 0.01% | 234 |
|
|
2014
Q4 | $23K | Buy |
+200
| New | +$23K | 0.01% | 225 |
|