Legacy Trust’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 | $730K | Sell |
3,173
-338
| -10% | -$77.8K | 0.18% | 89 |
|
2025
Q1 | $829K | Hold |
3,511
| – | – | 0.2% | 82 |
|
2024
Q4 | $801K | Sell |
3,511
-110
| -3% | -$25.1K | 0.19% | 83 |
|
2024
Q3 | $893K | Buy |
3,621
+134
| +4% | +$33K | 0.21% | 80 |
|
2024
Q2 | $789K | Hold |
3,487
| – | – | 0.2% | 83 |
|
2024
Q1 | $858K | Buy |
3,487
+46
| +1% | +$11.3K | 0.21% | 79 |
|
2023
Q4 | $845K | Sell |
3,441
-6
| -0.2% | -$1.47K | 0.22% | 79 |
|
2023
Q3 | $702K | Sell |
3,447
-14
| -0.4% | -$2.85K | 0.2% | 84 |
|
2023
Q2 | $708K | Buy |
3,461
+19
| +0.6% | +$3.89K | 0.2% | 86 |
|
2023
Q1 | $693K | Buy |
3,442
+20
| +0.6% | +$4.03K | 0.21% | 85 |
|
2022
Q4 | $709K | Buy |
+3,422
| New | +$709K | 0.22% | 80 |
|