Menard Financial 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
Q1 | – | Sell |
-420
| Closed | -$95.8K | – | 291 |
|
|
2024
Q4 | $95.8K | Buy |
+420
| New | +$95.8K | 0.06% | 148 |
|
|
2023
Q3 | – | Sell |
-1,111
| Closed | -$227K | – | 85 |
|
|
2023
Q2 | $227K | Sell |
1,111
-248
| -18% | -$50.7K | 0.47% | 55 |
|
|
2023
Q1 | $274K | Sell |
1,359
-215
| -14% | -$43.3K | 0.63% | 42 |
|
|
2022
Q4 | $326K | Buy |
+1,574
| New | +$326K | 0.78% | 36 |
|
|
2022
Q2 | – | Sell |
-1,098
| Closed | -$300K | – | 127 |
|
|
2022
Q1 | $300K | Buy |
1,098
+78
| +8% | +$21.3K | 0.3% | 100 |
|
|
2021
Q4 | $257K | Sell |
1,020
-151
| -13% | -$38K | 0.21% | 123 |
|
|
2021
Q3 | $230K | Buy |
1,171
+15
| +1% | +$2.95K | 0.2% | 144 |
|
|
2021
Q2 | $254K | Buy |
1,156
+222
| +24% | +$48.8K | 0.24% | 128 |
|
|
2021
Q1 | $206K | Buy |
+934
| New | +$206K | 0.22% | 136 |
|