MLL
Moody Lynn & Lieberson’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Sell |
5,892
-283
| -5% | -$65.1K | 0.08% | 104 |
|
|
2025
Q1 | $1.46M | Buy |
6,175
+31
| +0.5% | +$7.32K | 0.09% | 95 |
|
|
2024
Q4 | $1.4M | Hold |
6,144
| – | – | 0.09% | 97 |
|
|
2024
Q3 | $1.51M | Buy |
6,144
+17
| +0.3% | +$4.19K | 0.09% | 102 |
|
|
2024
Q2 | $1.39M | Sell |
6,127
-513
| -8% | -$116K | 0.09% | 99 |
|
|
2024
Q1 | $1.63M | Sell |
6,640
-67
| -1% | -$16.5K | 0.11% | 93 |
|
|
2023
Q4 | $1.65M | Sell |
6,707
-20
| -0.3% | -$4.91K | 0.13% | 94 |
|
|
2023
Q3 | $1.37M | Buy |
6,727
+77
| +1% | +$15.7K | 0.12% | 90 |
|
|
2023
Q2 | $1.36M | Sell |
6,650
-24
| -0.4% | -$4.91K | 0.11% | 91 |
|
|
2023
Q1 | $1.34M | Sell |
6,674
-100
| -1% | -$20.1K | 0.12% | 94 |
|
|
2022
Q4 | $1.4M | Buy |
6,774
+36
| +0.5% | +$7.45K | 0.13% | 95 |
|
|
2022
Q3 | $1.31M | Sell |
6,738
-401
| -6% | -$78.1K | 0.13% | 95 |
|
|
2022
Q2 | $1.52M | Sell |
7,139
-40,273
| -85% | -$8.59M | 0.14% | 92 |
|
|
2022
Q1 | $13M | Buy |
47,412
+8,315
| +21% | +$2.27M | 0.95% | 35 |
|
|
2021
Q4 | $9.85M | Buy |
39,097
+3,732
| +11% | +$940K | 0.66% | 46 |
|
|
2021
Q3 | $6.93M | Sell |
35,365
-1,031
| -3% | -$202K | 0.52% | 54 |
|
|
2021
Q2 | $8.01M | Sell |
36,396
-4,233
| -10% | -$931K | 0.6% | 51 |
|
|
2021
Q1 | $8.96M | Buy |
40,629
+2,136
| +6% | +$471K | 0.74% | 44 |
|
|
2020
Q4 | $8.02M | Sell |
38,493
-15,322
| -28% | -$3.19M | 0.69% | 47 |
|
|
2020
Q3 | $10.6M | Buy |
53,815
+14,142
| +36% | +$2.78M | 1.05% | 32 |
|
|
2020
Q2 | $6.71M | Sell |
39,673
-3,355
| -8% | -$567K | 0.73% | 39 |
|
|
2020
Q1 | $6.07K | Sell |
43,028
-2,481
| -5% | -$350 | 0.83% | 39 |
|
|
2019
Q4 | $8.23M | Buy |
45,509
+1,114
| +3% | +$201K | 0.79% | 40 |
|
|
2019
Q3 | $7.19M | Sell |
44,395
-15,171
| -25% | -$2.46M | 0.8% | 43 |
|
|
2019
Q2 | $10.1M | Buy |
59,566
+141
| +0.2% | +$23.8K | 1.11% | 34 |
|
|
2019
Q1 | $9.94M | Buy |
59,425
+90
| +0.2% | +$15K | 1.14% | 33 |
|
|
2018
Q4 | $8.2M | Sell |
59,335
-49,900
| -46% | -$6.9M | 1.1% | 32 |
|
|
2018
Q3 | $17.8M | Buy |
109,235
+16,626
| +18% | +$2.71M | 1.89% | 13 |
|
|
2018
Q2 | $13.1M | Buy |
92,609
+269
| +0.3% | +$38.1K | 1.55% | 25 |
|
|
2018
Q1 | $12.4M | Sell |
92,340
-2,389
| -3% | -$321K | 1.5% | 26 |
|
|
2017
Q4 | $12.8M | Buy |
94,729
+2,415
| +3% | +$327K | 1.37% | 27 |
|
|
2017
Q3 | $10.7M | Buy |
92,314
+960
| +1% | +$111K | 1.3% | 29 |
|
|
2017
Q2 | $9.95M | Buy |
91,354
+3,573
| +4% | +$389K | 1.31% | 30 |
|
|
2017
Q1 | $9.3M | Sell |
87,781
-22,990
| -21% | -$2.44M | 1.31% | 32 |
|
|
2016
Q4 | $11.5M | Sell |
110,771
-39,791
| -26% | -$4.13M | 1.65% | 17 |
|
|
2016
Q3 | $14.7M | Buy |
150,562
+63,550
| +73% | +$6.2M | 2.44% | 8 |
|
|
2016
Q2 | $7.59M | Sell |
87,012
-101,600
| -54% | -$8.86M | 1.36% | 28 |
|
|
2016
Q1 | $15M | Buy |
+188,612
| New | +$15M | 2.36% | 8 |
|
|
2015
Q3 | – | Sell |
-2,388
| Closed | -$228K | – | 197 |
|
|
2015
Q2 | $228K | Sell |
2,388
-83,422
| -97% | -$7.96M | 0.04% | 176 |
|
|
2015
Q1 | $9.29M | Sell |
85,810
-21,936
| -20% | -$2.38M | 1.48% | 23 |
|
|
2014
Q4 | $12.8M | Sell |
107,746
-55,716
| -34% | -$6.64M | 1.83% | 14 |
|
|
2014
Q3 | $17.7M | Sell |
163,462
-17,419
| -10% | -$1.89M | 2.64% | 5 |
|
|
2014
Q2 | $18M | Buy |
180,881
+99,772
| +123% | +$9.95M | 2.48% | 1 |
|
|
2014
Q1 | $15.2M | Buy |
81,109
+26,431
| +48% | +$4.96M | 2.2% | 6 |
|
|
2013
Q4 | $9.19M | Buy |
54,678
+1,882
| +4% | +$316K | 1.25% | 29 |
|
|
2013
Q3 | $8.2M | Buy |
52,796
+842
| +2% | +$131K | 1.27% | 27 |
|
|
2013
Q2 | $8.02M | Buy |
+51,954
| New | +$8.02M | 1.4% | 24 |
|