Meridian Financial Partners’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 | $1.11M | Buy |
4,803
+69
| +1% | +$15.9K | 0.52% | 46 |
|
|
2025
Q1 | $1.12M | Buy |
4,734
+44
| +0.9% | +$10.4K | 0.57% | 40 |
|
|
2024
Q4 | $1.07M | Buy |
4,690
+85
| +2% | +$19.4K | 0.56% | 45 |
|
|
2024
Q3 | $1.14M | Sell |
4,605
-23
| -0.5% | -$5.67K | 0.57% | 44 |
|
|
2024
Q2 | $1.13M | Buy |
+4,628
| New | +$1.13M | 0.67% | 39 |
|
|
2023
Q3 | – | Sell |
-4,172
| Closed | -$904K | – | 84 |
|
|
2023
Q2 | $904K | Buy |
+4,172
| New | +$904K | 0.54% | 49 |
|
|
2022
Q3 | – | Sell |
-3,832
| Closed | -$843K | – | 80 |
|
|
2022
Q2 | $843K | Buy |
+3,832
| New | +$843K | 0.57% | 46 |
|
|
2022
Q1 | – | Sell |
-3,497
| Closed | -$837K | – | 79 |
|
|
2021
Q4 | $837K | Buy |
3,497
+195
| +6% | +$46.7K | 0.57% | 39 |
|
|
2021
Q3 | $713K | Buy |
3,302
+127
| +4% | +$27.4K | 0.48% | 44 |
|
|
2021
Q2 | $684K | Buy |
3,175
+155
| +5% | +$33.4K | 0.47% | 48 |
|
|
2021
Q1 | $666K | Buy |
3,020
+299
| +11% | +$65.9K | 0.5% | 43 |
|
|
2020
Q4 | $594K | Buy |
2,721
+94
| +4% | +$20.5K | 0.46% | 45 |
|
|
2020
Q3 | $485K | Sell |
2,627
-1,801
| -41% | -$333K | 0.41% | 47 |
|
|
2020
Q2 | $761K | Buy |
4,428
+424
| +11% | +$72.9K | 0.69% | 27 |
|
|
2020
Q1 | $600K | Buy |
4,004
+425
| +12% | +$63.7K | 0.65% | 26 |
|
|
2019
Q4 | $644K | Buy |
3,579
+31
| +0.9% | +$5.58K | 0.65% | 29 |
|
|
2019
Q3 | $539K | Buy |
3,548
+148
| +4% | +$22.5K | 0.6% | 32 |
|
|
2019
Q2 | $578K | Hold |
3,400
| – | – | 0.65% | 28 |
|
|
2019
Q1 | $576K | Buy |
3,400
+391
| +13% | +$66.2K | 0.65% | 26 |
|
|
2018
Q4 | $416K | Buy |
+3,009
| New | +$416K | 0.56% | 33 |
|