Morton Brown Family Wealth’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 | $121K | Buy |
527
+1
| +0.2% | +$230 | 0.04% | 79 |
|
|
2025
Q1 | $124K | Buy |
526
+22
| +4% | +$5.2K | 0.04% | 72 |
|
|
2024
Q4 | $115K | Hold |
504
| – | – | 0.04% | 77 |
|
|
2024
Q3 | $124K | Buy |
504
+1
| +0.2% | +$246 | 0.04% | 69 |
|
|
2024
Q2 | $122K | Buy |
503
+1
| +0.2% | +$243 | 0.05% | 68 |
|
|
2024
Q1 | $123K | Hold |
502
| – | – | 0.05% | 62 |
|
|
2023
Q4 | $123K | Buy |
502
+2
| +0.4% | +$491 | 0.05% | 65 |
|
|
2023
Q3 | $102K | Hold |
500
| – | – | 0.05% | 58 |
|
|
2023
Q2 | $102K | Sell |
500
-25
| -5% | -$5.11K | 0.05% | 60 |
|
|
2023
Q1 | $106K | Hold |
525
| – | – | 0.06% | 61 |
|
|
2022
Q4 | $109K | Sell |
525
-94
| -15% | -$19.5K | 0.07% | 59 |
|
|
2022
Q3 | $121K | Buy |
619
+1
| +0.2% | +$195 | 0.1% | 49 |
|
|
2022
Q2 | $132K | Hold |
618
| – | – | 0.1% | 46 |
|
|
2022
Q1 | $169K | Hold |
618
| – | – | 0.13% | 42 |
|
|
2021
Q4 | $156K | Buy |
+618
| New | +$156K | 0.12% | 46 |
|