Moisand Fitzgerald Tamayo’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
$67.2K Hold
292
0.01% 173
2025
Q1
$69K Hold
292
0.01% 165
2024
Q4
$66.6K Hold
292
0.01% 167
2024
Q3
$72K Hold
292
0.01% 166
2024
Q2
$66.1K Hold
292
0.01% 157
2024
Q1
$71.8K Hold
292
0.01% 155
2023
Q4
$71.7K Sell
292
-15
-5% -$3.68K 0.01% 153
2023
Q3
$62.5K Buy
307
+15
+5% +$3.05K 0.01% 158
2023
Q2
$59.8K Hold
292
0.01% 158
2023
Q1
$58.8K Hold
292
0.01% 162
2022
Q4
$60.5K Buy
292
+13
+5% +$2.69K 0.01% 161
2022
Q3
$54K Buy
279
+33
+13% +$6.39K 0.01% 155
2022
Q2
$52K Buy
246
+233
+1,792% +$49.3K 0.01% 154
2022
Q1
$4K Sell
13
-227
-95% -$69.8K ﹤0.01% 301
2021
Q4
$60K Hold
240
0.02% 138
2021
Q3
$47K Hold
240
0.02% 156
2021
Q2
$53K Hold
240
0.02% 148
2021
Q1
$53K Sell
240
-10
-4% -$2.21K 0.02% 125
2020
Q4
$52K Buy
250
+10
+4% +$2.08K 0.02% 129
2020
Q3
$47K Sell
240
-12
-5% -$2.35K 0.02% 123
2020
Q2
$43K Buy
252
+12
+5% +$2.05K 0.02% 118
2020
Q1
$34K Hold
240
0.02% 125
2019
Q4
$43K Hold
240
0.02% 123
2019
Q3
$39K Hold
240
0.02% 126
2019
Q2
$41K Hold
240
0.02% 126
2019
Q1
$40K Hold
240
0.02% 127
2018
Q4
$33K Hold
240
0.02% 128
2018
Q3
$39K Hold
240
0.02% 137
2018
Q2
$34K Sell
240
-50
-17% -$7.08K 0.02% 137
2018
Q1
$39K Buy
+290
New +$39K 0.02% 132