Marshall Financial Group (Maryland)’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 | $1.03M | Buy |
+4,371
| New | +$1.03M | 0.2% | 117 |
|
|
2023
Q4 | – | Sell |
-4,655
| Closed | -$948K | – | 191 |
|
|
2023
Q3 | $948K | Sell |
4,655
-140
| -3% | -$28.5K | 0.34% | 70 |
|
|
2023
Q2 | $981K | Buy |
4,795
+20
| +0.4% | +$4.09K | 0.33% | 73 |
|
|
2023
Q1 | $961K | Sell |
4,775
-705
| -13% | -$142K | 0.34% | 71 |
|
|
2022
Q4 | $1.13M | Sell |
5,480
-31
| -0.6% | -$6.42K | 0.44% | 70 |
|
|
2022
Q3 | $1.07M | Sell |
5,511
-79
| -1% | -$15.4K | 0.45% | 60 |
|
|
2022
Q2 | $1.19M | Sell |
5,590
-901
| -14% | -$192K | 0.48% | 60 |
|
|
2022
Q1 | $1.77M | Sell |
6,491
-325
| -5% | -$88.8K | 0.73% | 27 |
|
|
2021
Q4 | $1.72M | Buy |
6,816
+366
| +6% | +$92.2K | 0.63% | 31 |
|
|
2021
Q3 | $1.26M | Buy |
6,450
+253
| +4% | +$49.6K | 0.65% | 41 |
|
|
2021
Q2 | $1.36M | Sell |
6,197
-835
| -12% | -$184K | 0.74% | 25 |
|
|
2021
Q1 | $1.55M | Buy |
7,032
+2,117
| +43% | +$467K | 0.93% | 24 |
|
|
2020
Q4 | $1.02M | Buy |
+4,915
| New | +$1.02M | 0.67% | 62 |
|