Modern 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 | $1.13M | Sell |
4,892
-303
| -6% | -$69.7K | 0.03% | 346 |
|
|
2025
Q1 | $1.23M | Sell |
5,195
-1,482
| -22% | -$350K | 0.04% | 279 |
|
|
2024
Q4 | $1.52M | Buy |
6,677
+2,765
| +71% | +$631K | 0.06% | 211 |
|
|
2024
Q3 | $964K | Buy |
3,912
+165
| +4% | +$40.7K | 0.06% | 165 |
|
|
2024
Q2 | $848K | Buy |
3,747
+1,266
| +51% | +$287K | 0.06% | 153 |
|
|
2024
Q1 | $610K | Buy |
2,481
+540
| +28% | +$133K | 0.06% | 154 |
|
|
2023
Q4 | $477K | Buy |
+1,941
| New | +$477K | 0.06% | 94 |
|