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Michael J. Puzo’s Union Pacific UNP Stock Holding History

Michael J. Puzo’s Portfolio UNP Stock Details UNP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$518K Hold
2,250
– – 0.15% 50
2025
Q1 		$532K Hold
2,250
– – 0.15% 50
2024
Q4 		$513K Sell
2,250
-100
-4% -$22.8K 0.14% 47
2024
Q3 		$579K Sell
2,350
-100
-4% -$24.6K 0.15% 50
2024
Q2 		$554K Sell
2,450
-210
-8% -$47.5K 0.15% 53
2024
Q1 		$654K Sell
2,660
-400
-13% -$98.4K 0.18% 54
2023
Q4 		$752K Sell
3,060
-120
-4% -$29.5K 0.24% 46
2023
Q3 		$648K Sell
3,180
-250
-7% -$50.9K 0.22% 53
2023
Q2 		$702K Hold
3,430
– – 0.22% 53
2023
Q1 		$690K Sell
3,430
-170
-5% -$34.2K 0.23% 53
2022
Q4 		$745K Hold
3,600
– – 0.27% 51
2022
Q3 		$701K Hold
3,600
– – 0.27% 54
2022
Q2 		$768K Sell
3,600
-50
-1% -$10.7K 0.27% 53
2022
Q1 		$997K Sell
3,650
-100
-3% -$27.3K 0.3% 51
2021
Q4 		$945K Hold
3,750
– – 0.27% 47
2021
Q3 		$735K Sell
3,750
-122
-3% -$23.9K 0.23% 51
2021
Q2 		$852K Sell
3,872
-100
-3% -$22K 0.26% 51
2021
Q1 		$875K Hold
3,972
– – 0.28% 51
2020
Q4 		$827K Sell
3,972
-250
-6% -$52.1K 0.27% 50
2020
Q3 		$831K Hold
4,222
– – 0.3% 48
2020
Q2 		$714K Hold
4,222
– – 0.27% 49
2020
Q1 		$596K Buy
4,222
+72
+2% +$10.2K 0.26% 49
2019
Q4 		$750K Sell
4,150
-50
-1% -$9.04K 0.27% 50
2019
Q3 		$680K Sell
4,200
-156
-4% -$25.3K 0.26% 51
2019
Q2 		$737K Sell
4,356
-544
-11% -$92K 0.27% 51
2019
Q1 		$819K Sell
4,900
-658
-12% -$110K 0.32% 51
2018
Q4 		$768K Hold
5,558
– – 0.34% 48
2018
Q3 		$905K Hold
5,558
– – 0.34% 51
2018
Q2 		$788K Sell
5,558
-42
-0.8% -$5.96K 0.33% 51
2018
Q1 		$752K Sell
5,600
-300
-5% -$40.3K 0.32% 53
2017
Q4 		$791K Sell
5,900
-300
-5% -$40.2K 0.33% 52
2017
Q3 		$719K Sell
6,200
-500
-7% -$58K 0.37% 49
2017
Q2 		$730K Sell
6,700
-450
-6% -$49K 0.39% 47
2017
Q1 		$758K Sell
7,150
-450
-6% -$47.7K 0.42% 49
2016
Q4 		$788K Hold
7,600
– – 0.46% 49
2016
Q3 		$742K Hold
7,600
– – 0.43% 51
2016
Q2 		$663K Hold
7,600
– – 0.44% 54
2016
Q1 		$605K Hold
7,600
– – 0.4% 56
2015
Q4 		$595K Sell
7,600
-110
-1% -$8.61K 0.42% 54
2015
Q3 		$682K Buy
7,710
+10
+0.1% +$885 0.48% 53
2015
Q2 		$735K Sell
7,700
-190
-2% -$18.1K 0.47% 55
2015
Q1 		$855K Hold
7,890
– – 0.55% 51
2014
Q4 		$940K Sell
7,890
-210
-3% -$25K 0.62% 47
2014
Q3 		$878K Sell
8,100
-2,200
-21% -$238K 0.6% 46
2014
Q2 		$1.03M Buy
10,300
+5,150
+100% +$514K 0.71% 44
2014
Q1 		$966K Hold
5,150
– – 0.7% 42
2013
Q4 		$865K Sell
5,150
-373
-7% -$62.7K 0.63% 45
2013
Q3 		$858K Buy
5,523
+36
+0.7% +$5.59K 0.72% 40
2013
Q2 		$846K Buy
+5,487
New +$846K 0.74% 39