Meridian 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 | $8.38M | Buy |
36,412
+993
| +3% | +$228K | 0.36% | 58 |
|
|
2025
Q1 | $8.37M | Buy |
35,419
+16,413
| +86% | +$3.88M | 0.41% | 54 |
|
|
2024
Q4 | $4.33M | Buy |
19,006
+79
| +0.4% | +$18K | 0.21% | 102 |
|
|
2024
Q3 | $4.67M | Buy |
+18,927
| New | +$4.67M | 0.23% | 95 |
|
|
2024
Q1 | – | Sell |
-18,194
| Closed | -$4.47M | – | 530 |
|
|
2023
Q4 | $4.47M | Buy |
18,194
+11,571
| +175% | +$2.84M | 0.29% | 78 |
|
|
2023
Q3 | $1.35M | Sell |
6,623
-5,311
| -45% | -$1.08M | 0.08% | 200 |
|
|
2023
Q2 | $2.44M | Sell |
11,934
-63
| -0.5% | -$12.9K | 0.21% | 103 |
|
|
2023
Q1 | $2.41M | Buy |
11,997
+69
| +0.6% | +$13.9K | 0.21% | 110 |
|
|
2022
Q4 | $2.47M | Buy |
11,928
+31
| +0.3% | +$6.42K | 0.24% | 96 |
|
|
2022
Q3 | $2.32M | Sell |
11,897
-809
| -6% | -$158K | 0.25% | 96 |
|
|
2022
Q2 | $2.71M | Buy |
12,706
+2,050
| +19% | +$437K | 0.22% | 113 |
|
|
2022
Q1 | $2.91M | Buy |
10,656
+199
| +2% | +$54.4K | 0.32% | 72 |
|
|
2021
Q4 | $2.63M | Sell |
10,457
-601
| -5% | -$151K | 0.28% | 81 |
|
|
2021
Q3 | $2.17M | Sell |
11,058
-26
| -0.2% | -$5.1K | 0.27% | 83 |
|
|
2021
Q2 | $2.44M | Buy |
11,084
+569
| +5% | +$125K | 0.31% | 69 |
|
|
2021
Q1 | $2.32M | Buy |
10,515
+1,020
| +11% | +$225K | 0.34% | 62 |
|
|
2020
Q4 | $1.98M | Buy |
+9,495
| New | +$1.98M | 0.31% | 67 |
|
|
2020
Q1 | – | Sell |
-1,370
| Closed | -$247K | – | 252 |
|
|
2019
Q4 | $247K | Buy |
1,370
+69
| +5% | +$12.4K | 0.12% | 170 |
|
|
2019
Q3 | $211K | Sell |
1,301
-156
| -11% | -$25.3K | 0.1% | 190 |
|
|
2019
Q2 | $2.46K | Buy |
1,457
+10
| +0.7% | +$17 | 0.1% | 176 |
|
|
2019
Q1 | $242K | Buy |
+1,447
| New | +$242K | 0.11% | 162 |
|