McClarren 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 | $204K | Buy |
886
+650
| +275% | +$150K | 0.13% | 72 |
|
|
2025
Q1 | $209K | Buy |
+236
| New | +$209K | 0.14% | 70 |
|
|
2024
Q4 | – | Sell |
-246
| Closed | -$218 | – | 302 |
|
|
2024
Q3 | $218 | Buy |
246
+20
| +9% | +$18 | 0.03% | 69 |
|
|
2024
Q2 | $209K | Sell |
226
-698
| -76% | -$645K | 0.15% | 68 |
|
|
2024
Q1 | $228K | Hold |
924
| – | – | 0.16% | 65 |
|
|
2023
Q4 | $227K | Hold |
924
| – | – | 0.17% | 66 |
|
|
2023
Q3 | $188K | Sell |
924
-29
| -3% | -$5.9K | 0.16% | 66 |
|
|
2023
Q2 | $195K | Hold |
953
| – | – | 0.16% | 68 |
|
|
2023
Q1 | $191K | Hold |
953
| – | – | 0.17% | 68 |
|
|
2022
Q4 | $197K | Hold |
953
| – | – | 0.19% | 65 |
|
|
2022
Q3 | $185K | Hold |
953
| – | – | 0.18% | 63 |
|
|
2022
Q2 | $203K | Hold |
953
| – | – | 0.65% | 31 |
|
|
2022
Q1 | $260K | Hold |
953
| – | – | 0.19% | 51 |
|
|
2021
Q4 | $241K | Hold |
953
| – | – | 0.16% | 58 |
|
|
2021
Q3 | $186K | Hold |
953
| – | – | 0.14% | 56 |
|
|
2021
Q2 | $209K | Hold |
953
| – | – | 0.17% | 50 |
|
|
2021
Q1 | $210K | Hold |
953
| – | – | 0.19% | 48 |
|
|
2020
Q4 | $198K | Buy |
+953
| New | +$198K | 0.19% | 46 |
|