Lantz Financial’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 | $201K | Sell |
875
-65
| -7% | -$15K | 0.05% | 229 |
|
|
2025
Q1 | $222K | Buy |
940
+2
| +0.2% | +$472 | 0.06% | 203 |
|
|
2024
Q4 | $214K | Buy |
938
+11
| +1% | +$2.51K | 0.06% | 214 |
|
|
2024
Q3 | $228K | Buy |
+927
| New | +$228K | 0.06% | 203 |
|
|
2024
Q2 | – | Sell |
-897
| Closed | -$221K | – | 217 |
|
|
2024
Q1 | $221K | Sell |
897
-170
| -16% | -$41.8K | 0.07% | 192 |
|
|
2023
Q4 | $262K | Buy |
+1,067
| New | +$262K | 0.09% | 171 |
|
|
2023
Q1 | – | Sell |
-1,245
| Closed | -$258K | – | 201 |
|
|
2022
Q4 | $258K | Buy |
1,245
+115
| +10% | +$23.8K | 0.12% | 145 |
|
|
2022
Q3 | $220K | Buy |
1,130
+22
| +2% | +$4.28K | 0.11% | 143 |
|
|
2022
Q2 | $236K | Buy |
1,108
+46
| +4% | +$9.8K | 0.11% | 148 |
|
|
2022
Q1 | $290K | Buy |
1,062
+52
| +5% | +$14.2K | 0.12% | 141 |
|
|
2021
Q4 | $254K | Buy |
+1,010
| New | +$254K | 0.12% | 136 |
|