Larson Financial Group’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 | $579K | Sell |
2,516
-552
| -18% | -$127K | 0.02% | 394 |
|
|
2025
Q1 | $725K | Buy |
3,068
+735
| +32% | +$174K | 0.03% | 317 |
|
|
2024
Q4 | $532K | Buy |
2,333
+152
| +7% | +$34.7K | 0.03% | 339 |
|
|
2024
Q3 | $537K | Buy |
2,181
+210
| +11% | +$51.8K | 0.03% | 321 |
|
|
2024
Q2 | $446K | Buy |
1,971
+15
| +0.8% | +$3.39K | 0.03% | 293 |
|
|
2024
Q1 | $481K | Sell |
1,956
-27
| -1% | -$6.64K | 0.04% | 246 |
|
|
2023
Q4 | $487K | Buy |
1,983
+192
| +11% | +$47.2K | 0.04% | 225 |
|
|
2023
Q3 | $365K | Buy |
1,791
+15
| +0.8% | +$3.05K | 0.04% | 230 |
|
|
2023
Q2 | $363K | Sell |
1,776
-116
| -6% | -$23.7K | 0.04% | 230 |
|
|
2023
Q1 | $381K | Buy |
1,892
+501
| +36% | +$101K | 0.04% | 234 |
|
|
2022
Q4 | $288K | Buy |
1,391
+354
| +34% | +$73.3K | 0.03% | 251 |
|
|
2022
Q3 | $202K | Hold |
1,037
| – | – | 0.03% | 269 |
|
|
2022
Q2 | $221K | Buy |
1,037
+403
| +64% | +$85.9K | 0.04% | 178 |
|
|
2022
Q1 | $173K | Hold |
634
| – | – | 0.03% | 213 |
|
|
2021
Q4 | $160K | Buy |
634
+84
| +15% | +$21.2K | 0.03% | 217 |
|
|
2021
Q3 | $108K | Sell |
550
-682
| -55% | -$134K | 0.02% | 202 |
|
|
2021
Q2 | $271K | Buy |
1,232
+682
| +124% | +$150K | 0.06% | 105 |
|
|
2021
Q1 | $121K | Sell |
550
-57
| -9% | -$12.5K | 0.04% | 155 |
|
|
2020
Q4 | $126K | Buy |
607
+2
| +0.3% | +$415 | 0.04% | 122 |
|
|
2020
Q3 | $119K | Hold |
605
| – | – | 0.05% | 118 |
|
|
2020
Q2 | $102K | Hold |
605
| – | – | 0.05% | 132 |
|
|
2020
Q1 | $85K | Buy |
605
+83
| +16% | +$11.7K | 0.05% | 121 |
|
|
2019
Q4 | $94K | Hold |
522
| – | – | 0.05% | 115 |
|
|
2019
Q3 | $85K | Buy |
522
+496
| +1,908% | +$80.8K | 0.06% | 111 |
|
|
2019
Q2 | $4K | Hold |
26
| – | – | ﹤0.01% | 340 |
|
|
2019
Q1 | $4K | Hold |
26
| – | – | ﹤0.01% | 328 |
|
|
2018
Q4 | $4K | Buy |
+26
| New | +$4K | ﹤0.01% | 305 |
|