Morningstar Investment 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
Q1 | – | Sell |
-3,983
| Closed | -$908K | – | 209 |
|
|
2024
Q4 | $908K | Hold |
3,983
| – | – | 0.07% | 77 |
|
|
2024
Q3 | $977K | Buy |
3,983
+1,917
| +93% | +$470K | 0.1% | 92 |
|
|
2024
Q2 | $467K | Hold |
2,066
| – | – | 0.05% | 126 |
|
|
2024
Q1 | $508K | Hold |
2,066
| – | – | 0.06% | 123 |
|
|
2023
Q4 | $507K | Sell |
2,066
-41
| -2% | -$10.1K | 0.06% | 124 |
|
|
2023
Q3 | $429K | Hold |
2,107
| – | – | 0.06% | 106 |
|
|
2023
Q2 | $431K | Buy |
+2,107
| New | +$431K | 0.06% | 109 |
|