Marcum Wealth’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $698K | Buy |
2,954
+265
| +10% | +$62.6K | 0.06% | 154 |
|
|
2024
Q4 | $613K | Sell |
2,689
-106
| -4% | -$24.2K | 0.05% | 166 |
|
|
2024
Q3 | $689K | Buy |
2,795
+118
| +4% | +$29.1K | 0.06% | 149 |
|
|
2024
Q2 | $606K | Sell |
2,677
-531
| -17% | -$120K | 0.06% | 163 |
|
|
2024
Q1 | $789K | Buy |
3,208
+228
| +8% | +$56.1K | 0.08% | 129 |
|
|
2023
Q4 | $732K | Buy |
2,980
+353
| +13% | +$86.7K | 0.08% | 133 |
|
|
2023
Q3 | $535K | Buy |
2,627
+295
| +13% | +$60.1K | 0.06% | 160 |
|
|
2023
Q2 | $477K | Sell |
2,332
-161
| -6% | -$32.9K | 0.06% | 181 |
|
|
2023
Q1 | $502K | Sell |
2,493
-439
| -15% | -$88.4K | 0.06% | 173 |
|
|
2022
Q4 | $607K | Buy |
2,932
+117
| +4% | +$24.2K | 0.08% | 144 |
|
|
2022
Q3 | $548K | Buy |
2,815
+276
| +11% | +$53.7K | 0.08% | 146 |
|
|
2022
Q2 | $542K | Sell |
2,539
-18
| -0.7% | -$3.84K | 0.08% | 147 |
|
|
2022
Q1 | $699K | Buy |
2,557
+127
| +5% | +$34.7K | 0.1% | 129 |
|
|
2021
Q4 | $612K | Buy |
2,430
+116
| +5% | +$29.2K | 0.09% | 153 |
|
|
2021
Q3 | $454K | Sell |
2,314
-2,469
| -52% | -$484K | 0.07% | 166 |
|
|
2021
Q2 | $1.05M | Sell |
4,783
-4
| -0.1% | -$880 | 0.17% | 84 |
|
|
2021
Q1 | $1.06M | Buy |
+4,787
| New | +$1.06M | 0.17% | 83 |
|