Legacy Capital Wealth Partners’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 | $1.09M | Sell |
4,755
-404
| -8% | -$93K | 0.25% | 81 |
|
|
2025
Q1 | $1.22M | Sell |
5,159
-7
| -0.1% | -$1.65K | 0.3% | 68 |
|
|
2024
Q4 | $1.18M | Buy |
5,166
+437
| +9% | +$99.7K | 0.29% | 69 |
|
|
2024
Q3 | $1.17M | Buy |
4,729
+33
| +0.7% | +$8.13K | 0.23% | 89 |
|
|
2024
Q2 | $1.06M | Buy |
+4,696
| New | +$1.06M | 0.27% | 74 |
|
|
2024
Q1 | – | Sell |
-3,837
| Closed | -$942K | – | 332 |
|
|
2023
Q4 | $942K | Buy |
3,837
+276
| +8% | +$67.8K | 0.27% | 84 |
|
|
2023
Q3 | $725K | Buy |
+3,561
| New | +$725K | 0.2% | 106 |
|
|
2023
Q2 | – | Sell |
-3,044
| Closed | -$613K | – | 231 |
|
|
2023
Q1 | $613K | Buy |
+3,044
| New | +$613K | 0.17% | 116 |
|