LexAurum Advisors’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 | $246K | Buy |
+1,070
| New | +$246K | 0.04% | 309 |
|
|
2024
Q1 | – | Sell |
-1,137
| Closed | -$279K | – | 323 |
|
|
2023
Q4 | $279K | Sell |
1,137
-50
| -4% | -$12.3K | 0.07% | 236 |
|
|
2023
Q3 | $242K | Buy |
1,187
+58
| +5% | +$11.8K | 0.07% | 238 |
|
|
2023
Q2 | $231K | Sell |
1,129
-57
| -5% | -$11.7K | 0.07% | 234 |
|
|
2023
Q1 | $239K | Hold |
1,186
| – | – | 0.08% | 219 |
|
|
2022
Q4 | $246K | Sell |
1,186
-248
| -17% | -$51.4K | 0.09% | 210 |
|
|
2022
Q3 | $279K | Sell |
1,434
-52
| -3% | -$10.1K | 0.11% | 185 |
|
|
2022
Q2 | $317K | Sell |
1,486
-35
| -2% | -$7.47K | 0.12% | 169 |
|
|
2022
Q1 | $416K | Buy |
1,521
+55
| +4% | +$15K | 0.14% | 150 |
|
|
2021
Q4 | $369K | Buy |
1,466
+177
| +14% | +$44.6K | 0.12% | 173 |
|
|
2021
Q3 | $253K | Hold |
1,289
| – | – | 0.07% | 242 |
|
|
2021
Q2 | $283K | Sell |
1,289
-56
| -4% | -$12.3K | 0.08% | 234 |
|
|
2021
Q1 | $296K | Sell |
1,345
-93
| -6% | -$20.5K | 0.1% | 202 |
|
|
2020
Q4 | $300K | Buy |
1,438
+150
| +12% | +$31.3K | 0.11% | 185 |
|
|
2020
Q3 | $254K | Buy |
+1,288
| New | +$254K | 0.1% | 189 |
|
|
2019
Q3 | – | Sell |
-1,374
| Closed | -$232K | – | 198 |
|
|
2019
Q2 | $232K | Buy |
1,374
+1
| +0.1% | +$169 | 0.14% | 144 |
|
|
2019
Q1 | $230K | Buy |
+1,373
| New | +$230K | 0.15% | 141 |
|