MBE 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 | $211K | Buy |
917
+2
| +0.2% | +$460 | 0.09% | 130 |
|
|
2025
Q1 | $216K | Buy |
915
+5
| +0.5% | +$1.18K | 0.1% | 113 |
|
|
2024
Q4 | $207K | Sell |
910
-93
| -9% | -$21.2K | 0.12% | 95 |
|
|
2024
Q3 | $247K | Buy |
1,003
+99
| +11% | +$24.4K | 0.14% | 81 |
|
|
2024
Q2 | $205K | Buy |
904
+24
| +3% | +$5.43K | 0.12% | 87 |
|
|
2024
Q1 | $216K | Hold |
880
| – | – | 0.13% | 79 |
|
|
2023
Q4 | $216K | Buy |
+880
| New | +$216K | 0.11% | 81 |
|
|
2022
Q2 | – | Sell |
-903
| Closed | -$247K | – | 71 |
|
|
2022
Q1 | $247K | Buy |
903
+2
| +0.2% | +$547 | 0.15% | 56 |
|
|
2021
Q4 | $227K | Buy |
+901
| New | +$227K | 0.12% | 55 |
|
|
2020
Q2 | – | Sell |
-889
| Closed | -$125K | – | 482 |
|
|
2020
Q1 | $125K | Buy |
+889
| New | +$125K | 0.12% | 59 |
|