Mendel Money 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 | $1.23M | Sell |
5,351
-474
| -8% | -$109K | 0.55% | 53 |
|
|
2025
Q1 | $1.38M | Sell |
5,825
-22
| -0.4% | -$5.2K | 0.65% | 46 |
|
|
2024
Q4 | $1.33M | Sell |
5,847
-1,034
| -15% | -$236K | 0.6% | 47 |
|
|
2024
Q3 | $1.7M | Buy |
6,881
+98
| +1% | +$24.2K | 0.73% | 41 |
|
|
2024
Q2 | $1.53M | Buy |
6,783
+737
| +12% | +$167K | 0.72% | 42 |
|
|
2024
Q1 | $1.49M | Buy |
6,046
+258
| +4% | +$63.5K | 0.69% | 43 |
|
|
2023
Q4 | $1.42M | Buy |
5,788
+122
| +2% | +$30K | 0.68% | 44 |
|
|
2023
Q3 | $1.15M | Buy |
5,666
+220
| +4% | +$44.8K | 0.62% | 46 |
|
|
2023
Q2 | $1.11M | Buy |
5,446
+559
| +11% | +$114K | 0.57% | 45 |
|
|
2023
Q1 | $984K | Buy |
4,887
+3,174
| +185% | +$639K | 0.53% | 45 |
|
|
2022
Q4 | $355K | Hold |
1,713
| – | – | 0.2% | 92 |
|
|
2022
Q3 | $334K | Buy |
1,713
+2
| +0.1% | +$390 | 0.21% | 87 |
|
|
2022
Q2 | $365K | Buy |
1,711
+211
| +14% | +$45K | 0.22% | 80 |
|
|
2022
Q1 | $410K | Buy |
+1,500
| New | +$410K | 0.2% | 93 |
|
|
2015
Q2 | $4.05M | Buy |
42,440
+380
| +0.9% | +$36.2K | 3.77% | 7 |
|
|
2015
Q1 | $4.56M | Buy |
42,060
+300
| +0.7% | +$32.5K | 4.23% | 5 |
|
|
2014
Q4 | $4.97M | Sell |
41,760
-370
| -0.9% | -$44.1K | 4.68% | 2 |
|
|
2014
Q3 | $4.57M | Buy |
+42,130
| New | +$4.57M | 4.47% | 2 |
|