Montag & Caldwell’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $7.32K | Hold |
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|
2024
Q4 | $7.07K | Buy |
|
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|
2023
Q1 | – | Sell |
|
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|
2022
Q4 | $288K | Hold |
|
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|
2022
Q3 | $271K | Sell |
|
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|
2022
Q2 | $308K | Buy |
|
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|
2022
Q1 | $381K | Sell |
|
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|
2021
Q4 | $422K | Sell |
|
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|
2021
Q3 | $472K | Sell |
|
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|
2021
Q2 | $706K | Sell |
|
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|
2021
Q1 | $778K | Buy |
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|
2020
Q4 | $729K | Sell |
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|
2020
Q3 | $773K | Hold |
|
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|
2020
Q2 | $665K | Hold |
|
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|
2020
Q1 | $554K | Hold |
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|
2019
Q4 | $711K | Hold |
|
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|
2019
Q3 | $637K | Hold |
|
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|
2019
Q2 | $665K | Hold |
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|
2019
Q1 | $657K | Hold |
|
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|
2018
Q4 | $543K | Sell |
|
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|
2018
Q3 | $689K | Hold |
|
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|
2018
Q2 | $599K | Hold |
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|
2018
Q1 | $569K | Hold |
|
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|
2017
Q4 | $567K | Buy |
|
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|
2016
Q2 | – | Sell |
|
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|
2016
Q1 | $43.1M | Sell |
|
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|
2015
Q4 | $43.6M | Sell |
|
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|
2015
Q3 | $53.6M | Sell |
|
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|
2015
Q2 | $70.8M | Sell |
|
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|
2015
Q1 | $102M | Sell |
|
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|
2014
Q4 | $217M | Sell |
|
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|
2014
Q3 | $203M | Sell |
|
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|
2014
Q2 | $217M | Buy |
|
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|
2014
Q1 | $123M | Buy |
|