Mayflower Financial Advisors’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 | $656K | Sell |
2,852
-61
| -2% | -$14K | 0.09% | 197 |
|
|
2025
Q1 | $688K | Sell |
2,913
-107
| -4% | -$25.3K | 0.1% | 186 |
|
|
2024
Q4 | $689K | Buy |
3,020
+74
| +3% | +$16.9K | 0.1% | 180 |
|
|
2024
Q3 | $726K | Sell |
2,946
-7
| -0.2% | -$1.73K | 0.11% | 172 |
|
|
2024
Q2 | $668K | Buy |
2,953
+19
| +0.6% | +$4.3K | 0.11% | 178 |
|
|
2024
Q1 | $722K | Buy |
2,934
+257
| +10% | +$63.2K | 0.12% | 173 |
|
|
2023
Q4 | $658K | Buy |
2,677
+202
| +8% | +$49.6K | 0.09% | 176 |
|
|
2023
Q3 | $504K | Buy |
2,475
+85
| +4% | +$17.3K | 0.08% | 191 |
|
|
2023
Q2 | $489K | Sell |
2,390
-171
| -7% | -$35K | 0.06% | 204 |
|
|
2023
Q1 | $515K | Sell |
2,561
-78
| -3% | -$15.7K | 0.07% | 193 |
|
|
2022
Q4 | $546K | Buy |
2,639
+1,153
| +78% | +$239K | 0.08% | 182 |
|
|
2022
Q3 | $289K | Buy |
+1,486
| New | +$289K | 0.05% | 254 |
|
|
2022
Q2 | – | Sell |
-1,765
| Closed | -$482K | – | 368 |
|
|
2022
Q1 | $482K | Sell |
1,765
-260
| -13% | -$71K | 0.06% | 205 |
|
|
2021
Q4 | $510K | Sell |
2,025
-22
| -1% | -$5.54K | 0.07% | 193 |
|
|
2021
Q3 | $462K | Sell |
2,047
-32
| -2% | -$7.22K | 0.06% | 201 |
|
|
2021
Q2 | $457K | Sell |
2,079
-796
| -28% | -$175K | 0.06% | 179 |
|
|
2021
Q1 | $634K | Hold |
2,875
| – | – | 0.09% | 141 |
|
|
2020
Q4 | $599K | Buy |
+2,875
| New | +$599K | 0.1% | 138 |
|