Moneta Group Investment Advisors’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 | $5.14M | Buy |
22,318
+659
| +3% | +$152K | 0.06% | 135 |
|
|
2025
Q1 | $5.12M | Sell |
21,659
-2,560
| -11% | -$605K | 0.07% | 131 |
|
|
2024
Q4 | $5.52M | Buy |
24,219
+479
| +2% | +$109K | 0.08% | 121 |
|
|
2024
Q3 | $5.85M | Sell |
23,740
-1,395
| -6% | -$344K | 0.09% | 118 |
|
|
2024
Q2 | $5.69M | Buy |
25,135
+3,109
| +14% | +$703K | 0.09% | 114 |
|
|
2024
Q1 | $5.42M | Buy |
22,026
+1,167
| +6% | +$287K | 0.09% | 118 |
|
|
2023
Q4 | $5.12M | Buy |
20,859
+309
| +2% | +$75.9K | 0.1% | 105 |
|
|
2023
Q3 | $4.18M | Sell |
20,550
-730
| -3% | -$149K | 0.1% | 113 |
|
|
2023
Q2 | $4.35M | Buy |
21,280
+4,274
| +25% | +$875K | 0.1% | 112 |
|
|
2023
Q1 | $3.42M | Buy |
17,006
+2,650
| +18% | +$533K | 0.08% | 126 |
|
|
2022
Q4 | $2.93M | Sell |
14,356
-781
| -5% | -$159K | 0.08% | 128 |
|
|
2022
Q3 | $2.95M | Sell |
15,137
-908
| -6% | -$177K | 0.11% | 115 |
|
|
2022
Q2 | $3.42M | Buy |
16,045
+3,278
| +26% | +$699K | 0.12% | 111 |
|
|
2022
Q1 | $3.49M | Sell |
12,767
-2
| -0% | -$546 | 0.14% | 96 |
|
|
2021
Q4 | $3.22M | Sell |
12,769
-414
| -3% | -$104K | 0.13% | 105 |
|
|
2021
Q3 | $2.58M | Buy |
13,183
+1,061
| +9% | +$208K | 0.12% | 111 |
|
|
2021
Q2 | $2.67M | Buy |
12,122
+2,249
| +23% | +$495K | 0.12% | 117 |
|
|
2021
Q1 | $2.18M | Buy |
9,873
+4,849
| +97% | +$1.07M | 0.12% | 119 |
|
|
2020
Q4 | $1.05M | Buy |
5,024
+3,124
| +164% | +$650K | 0.08% | 143 |
|
|
2020
Q3 | $374K | Buy |
1,900
+386
| +25% | +$76K | 0.03% | 200 |
|
|
2020
Q2 | $256K | Buy |
+1,514
| New | +$256K | 0.02% | 221 |
|
|
2020
Q1 | – | Sell |
-2,710
| Closed | -$490K | – | 295 |
|
|
2019
Q4 | $490K | Buy |
2,710
+68
| +3% | +$12.3K | 0.04% | 171 |
|
|
2019
Q3 | $428K | Buy |
+2,642
| New | +$428K | 0.04% | 177 |
|
|
2019
Q2 | – | Sell |
-1,944
| Closed | -$325K | – | 279 |
|
|
2019
Q1 | $325K | Buy |
+1,944
| New | +$325K | 0.03% | 170 |
|
|
2018
Q4 | – | Sell |
-2,051
| Closed | -$334K | – | 244 |
|
|
2018
Q3 | $334K | Buy |
2,051
+235
| +13% | +$38.3K | 0.03% | 173 |
|
|
2018
Q2 | $257K | Sell |
1,816
-112
| -6% | -$15.9K | 0.03% | 223 |
|
|
2018
Q1 | $259K | Buy |
1,928
+1,707
| +772% | +$229K | 0.03% | 168 |
|
|
2017
Q4 | $30K | Buy |
+221
| New | +$30K | ﹤0.01% | 291 |
|
|
2015
Q4 | – | Sell |
-925
| Closed | -$82K | – | 399 |
|
|
2015
Q3 | $82K | Buy |
+925
| New | +$82K | 0.02% | 191 |
|
|
2015
Q2 | – | Sell |
-4,200
| Closed | -$455K | – | 156 |
|
|
2015
Q1 | $455K | Hold |
4,200
| – | – | 0.2% | 90 |
|
|
2014
Q4 | $500K | Hold |
4,200
| – | – | 0.24% | 73 |
|
|
2014
Q3 | $455K | Hold |
4,200
| – | – | 0.24% | 72 |
|
|
2014
Q2 | $419K | Hold |
4,200
| – | – | 0.23% | 74 |
|
|
2014
Q1 | $394K | Hold |
4,200
| – | – | 0.23% | 72 |
|
|
2013
Q4 | $353K | Hold |
4,200
| – | – | 0.21% | 78 |
|
|
2013
Q3 | $326K | Hold |
4,200
| – | – | 0.21% | 82 |
|
|
2013
Q2 | $324K | Buy |
+4,200
| New | +$324K | 0.23% | 79 |
|