Mather Group’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
$581K Sell
2,524
-517
-17% -$119K 0.01% 364
2025
Q1
$718K Buy
3,041
+50
+2% +$11.8K 0.01% 298
2024
Q4
$682K Sell
2,991
-289
-9% -$65.9K 0.01% 292
2024
Q3
$809K Sell
3,280
-526
-14% -$130K 0.01% 272
2024
Q2
$936K Buy
3,806
+236
+7% +$58K 0.01% 276
2024
Q1
$877K Sell
3,570
-65
-2% -$16K 0.01% 243
2023
Q4
$893K Buy
3,635
+801
+28% +$197K 0.01% 247
2023
Q3
$577K Buy
2,834
+362
+15% +$73.7K 0.01% 296
2023
Q2
$506K Buy
2,472
+812
+49% +$166K 0.01% 345
2023
Q1
$334K Sell
1,660
-55
-3% -$11.1K 0.01% 376
2022
Q4
$355K Sell
1,715
-203
-11% -$42K 0.01% 361
2022
Q3
$374K Buy
1,918
+91
+5% +$17.7K 0.01% 327
2022
Q2
$390K Buy
1,827
+82
+5% +$17.5K 0.01% 272
2022
Q1
$477K Buy
1,745
+160
+10% +$43.7K 0.01% 271
2021
Q4
$399K Sell
1,585
-83
-5% -$20.9K 0.01% 259
2021
Q3
$327K Sell
1,668
-115
-6% -$22.5K 0.01% 212
2021
Q2
$392K Sell
1,783
-29
-2% -$6.38K 0.01% 185
2021
Q1
$399K Buy
1,812
+62
+4% +$13.7K 0.01% 171
2020
Q4
$364K Sell
1,750
-20
-1% -$4.16K 0.01% 163
2020
Q3
$348K Sell
1,770
-110
-6% -$21.6K 0.01% 170
2020
Q2
$318K Sell
1,880
-64
-3% -$10.8K 0.01% 164
2020
Q1
$274K Buy
1,944
+198
+11% +$27.9K 0.02% 118
2019
Q4
$316K Buy
+1,746
New +$316K 0.02% 124