Lipe & Dalton’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 | $23K | Buy |
100
+78
| +355% | +$17.9K | 0.01% | 88 |
|
|
2025
Q1 | $5K | Hold |
22
| – | – | ﹤0.01% | 88 |
|
|
2024
Q4 | $5K | Sell |
22
-53
| -71% | -$12K | ﹤0.01% | 93 |
|
|
2024
Q3 | $18K | Hold |
75
| – | – | 0.01% | 100 |
|
|
2024
Q2 | $17K | Hold |
75
| – | – | 0.01% | 97 |
|
|
2024
Q1 | $18K | Hold |
75
| – | – | 0.01% | 103 |
|
|
2023
Q4 | $18K | Hold |
75
| – | – | 0.01% | 99 |
|
|
2023
Q3 | $15K | Hold |
75
| – | – | 0.01% | 98 |
|
|
2023
Q2 | $15K | Hold |
75
| – | – | 0.01% | 99 |
|
|
2023
Q1 | $15K | Hold |
75
| – | – | 0.01% | 99 |
|
|
2022
Q4 | $16K | Hold |
75
| – | – | 0.01% | 96 |
|
|
2022
Q3 | $15K | Hold |
75
| – | – | 0.01% | 99 |
|
|
2022
Q2 | $16K | Hold |
75
| – | – | 0.01% | 96 |
|
|
2022
Q1 | $20K | Hold |
75
| – | – | 0.01% | 102 |
|
|
2021
Q4 | $19K | Hold |
75
| – | – | 0.01% | 105 |
|
|
2021
Q3 | $15K | Hold |
75
| – | – | 0.01% | 102 |
|
|
2021
Q2 | $16K | Hold |
75
| – | – | 0.01% | 105 |
|
|
2021
Q1 | $17K | Hold |
75
| – | – | 0.01% | 99 |
|
|
2020
Q4 | $16K | Hold |
75
| – | – | 0.01% | 97 |
|
|
2020
Q3 | $15K | Hold |
75
| – | – | 0.01% | 95 |
|
|
2020
Q2 | $13K | Hold |
75
| – | – | 0.01% | 94 |
|
|
2020
Q1 | $11K | Hold |
75
| – | – | 0.01% | 96 |
|
|
2019
Q4 | $14K | Hold |
75
| – | – | 0.01% | 102 |
|
|
2019
Q3 | $12K | Hold |
75
| – | – | 0.01% | 103 |
|
|
2019
Q2 | $13K | Hold |
75
| – | – | 0.01% | 96 |
|
|
2019
Q1 | $13K | Buy |
+75
| New | +$13K | 0.01% | 78 |
|