L.M. Kohn & Company’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 | $1.08M | Sell |
4,674
-220
| -4% | -$50.6K | 0.29% | 65 |
|
2025
Q1 | $1.16M | Sell |
4,894
-76
| -2% | -$18K | 0.3% | 60 |
|
2024
Q4 | $1.13M | Buy |
4,970
+55
| +1% | +$12.5K | 0.29% | 64 |
|
2024
Q3 | $1.21M | Buy |
4,915
+202
| +4% | +$49.8K | 0.31% | 65 |
|
2024
Q2 | $1.07M | Sell |
4,713
-63
| -1% | -$14.3K | 0.29% | 66 |
|
2024
Q1 | $1.17M | Sell |
4,776
-19
| -0.4% | -$4.67K | 0.33% | 57 |
|
2023
Q4 | $1.18M | Buy |
4,795
+610
| +15% | +$150K | 0.38% | 56 |
|
2023
Q3 | $852K | Hold |
4,185
| – | – | 0.31% | 71 |
|
2023
Q2 | $856K | Buy |
4,185
+720
| +21% | +$147K | 0.32% | 73 |
|
2023
Q1 | $697K | Sell |
3,465
-129
| -4% | -$26K | 0.29% | 80 |
|
2022
Q4 | $744K | Sell |
3,594
-76
| -2% | -$15.7K | 0.35% | 69 |
|
2022
Q3 | $716K | Buy |
3,670
+15
| +0.4% | +$2.93K | 0.35% | 70 |
|
2022
Q2 | $780K | Buy |
3,655
+160
| +5% | +$34.1K | 0.36% | 70 |
|
2022
Q1 | $955K | Buy |
+3,495
| New | +$955K | 0.37% | 65 |
|