Madden Securities’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 | – | Sell |
-890
| Closed | -$210K | – | 124 |
|
2025
Q1 | $210K | Hold |
890
| – | – | 0.08% | 112 |
|
2024
Q4 | $203K | Hold |
890
| – | – | 0.08% | 110 |
|
2024
Q3 | $219K | Hold |
890
| – | – | 0.09% | 99 |
|
2024
Q2 | $201K | Hold |
890
| – | – | 0.09% | 103 |
|
2024
Q1 | $219K | Sell |
890
-750
| -46% | -$184K | 0.1% | 92 |
|
2023
Q4 | $403K | Hold |
1,640
| – | – | 0.21% | 70 |
|
2023
Q3 | $334K | Hold |
1,640
| – | – | 0.19% | 70 |
|
2023
Q2 | $336K | Sell |
1,640
-145
| -8% | -$29.7K | 0.17% | 73 |
|
2023
Q1 | $359K | Buy |
1,785
+35
| +2% | +$7.04K | 0.19% | 73 |
|
2022
Q4 | $362K | Buy |
1,750
+5
| +0.3% | +$1.04K | 0.19% | 77 |
|
2022
Q3 | $340K | Sell |
1,745
-105
| -6% | -$20.5K | 0.21% | 75 |
|
2022
Q2 | $395K | Sell |
1,850
-480
| -21% | -$102K | 0.22% | 74 |
|
2022
Q1 | $637K | Buy |
2,330
+1,400
| +151% | +$383K | 0.29% | 62 |
|
2021
Q4 | $234K | Sell |
930
-170
| -15% | -$42.8K | 0.11% | 93 |
|
2021
Q3 | $216K | Sell |
1,100
-3,325
| -75% | -$653K | 0.12% | 103 |
|
2021
Q2 | $973K | Hold |
4,425
| – | – | 0.51% | 55 |
|
2021
Q1 | $975K | Hold |
4,425
| – | – | 0.57% | 50 |
|
2020
Q4 | $921K | Sell |
4,425
-190
| -4% | -$39.5K | 0.59% | 49 |
|
2020
Q3 | $909K | Buy |
4,615
+2,270
| +97% | +$447K | 0.68% | 44 |
|
2020
Q2 | $396K | Buy |
+2,345
| New | +$396K | 0.35% | 70 |
|
2019
Q4 | $391K | Buy |
+2,170
| New | +$391K | 0.39% | 71 |
|