Massachusetts 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 | $1.46M | Buy |
6,327
+60
| +1% | +$13.8K | 0.82% | 51 |
|
|
2025
Q1 | $1.48M | Sell |
6,267
-150
| -2% | -$35.4K | 1.02% | 40 |
|
|
2024
Q4 | $1.46M | Sell |
6,417
-50
| -0.8% | -$11.4K | 0.9% | 47 |
|
|
2024
Q3 | $1.59M | Buy |
6,467
+30
| +0.5% | +$7.39K | 1.01% | 43 |
|
|
2024
Q2 | $1.46M | Hold |
6,437
| – | – | 0.98% | 43 |
|
|
2024
Q1 | $1.58M | Buy |
6,437
+300
| +5% | +$73.8K | 1.12% | 39 |
|
|
2023
Q4 | $1.51M | Buy |
6,137
+2
| +0% | +$491 | 1.22% | 34 |
|
|
2023
Q3 | $1.25M | Sell |
6,135
-75
| -1% | -$15.3K | 1.15% | 36 |
|
|
2023
Q2 | $1.27M | Buy |
6,210
+65
| +1% | +$13.3K | 1.22% | 36 |
|
|
2023
Q1 | $1.24M | Sell |
6,145
-175
| -3% | -$35.2K | 1.28% | 31 |
|
|
2022
Q4 | $1.29M | Buy |
+6,320
| New | +$1.29M | 1.25% | 34 |
|