Liberty Wealth Management’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 | $391K | Buy |
1,701
+3
| +0.2% | +$690 | 0.06% | 146 |
|
|
2025
Q1 | $401K | Buy |
1,698
+1
| +0.1% | +$236 | 0.08% | 101 |
|
|
2024
Q4 | $387K | Buy |
1,697
+47
| +3% | +$10.7K | 0.06% | 141 |
|
|
2024
Q3 | $407K | Sell |
1,650
-6,259
| -79% | -$1.54M | 0.07% | 132 |
|
|
2024
Q2 | $362K | Buy |
7,909
+6,484
| +455% | +$297K | 0.07% | 133 |
|
|
2024
Q1 | $350K | Sell |
1,425
-27
| -2% | -$6.63K | 0.07% | 127 |
|
|
2023
Q4 | $357K | Sell |
1,452
-8
| -0.5% | -$1.97K | 0.08% | 122 |
|
|
2023
Q3 | $297K | Buy |
1,460
+178
| +14% | +$36.2K | 0.07% | 133 |
|
|
2023
Q2 | $262K | Sell |
1,282
-44
| -3% | -$9K | 0.06% | 152 |
|
|
2023
Q1 | $267K | Buy |
+1,326
| New | +$267K | 0.06% | 187 |
|
|
2022
Q3 | $251K | Buy |
1,288
+91
| +8% | +$17.7K | 0.07% | 126 |
|
|
2022
Q2 | $255K | Buy |
1,197
+75
| +7% | +$16K | 0.1% | 118 |
|
|
2022
Q1 | $306K | Sell |
1,122
-17
| -1% | -$4.64K | 0.11% | 107 |
|
|
2021
Q4 | $286 | Sell |
1,139
-190
| -14% | -$48 | 0.01% | 128 |
|
|
2021
Q3 | $271K | Buy |
1,329
+264
| +25% | +$53.8K | 0.1% | 130 |
|
|
2021
Q2 | $234K | Sell |
1,065
-54
| -5% | -$11.9K | 0.09% | 113 |
|
|
2021
Q1 | $222K | Hold |
1,119
| – | – | 0.11% | 99 |
|
|
2020
Q4 | $222K | Buy |
1,119
+122
| +12% | +$24.2K | 0.11% | 98 |
|
|
2020
Q3 | $196K | Buy |
997
+23
| +2% | +$4.52K | 0.12% | 97 |
|
|
2020
Q2 | $165K | Buy |
974
+29
| +3% | +$4.91K | 0.12% | 104 |
|
|
2020
Q1 | $133K | Buy |
945
+6
| +0.6% | +$844 | 0.12% | 114 |
|
|
2019
Q4 | $170K | Buy |
939
+6
| +0.6% | +$1.09K | 0.13% | 116 |
|
|
2019
Q3 | $151K | Sell |
933
-1,310
| -58% | -$212K | 0.14% | 111 |
|
|
2019
Q2 | $379K | Buy |
2,243
+1,388
| +162% | +$235K | 0.33% | 63 |
|
|
2019
Q1 | $143K | Buy |
855
+5
| +0.6% | +$836 | 0.11% | 106 |
|
|
2018
Q4 | $117K | Buy |
+850
| New | +$117K | 0.09% | 118 |
|