Morton Capital 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
Q2 | $331K | Buy |
1,439
+278
| +24% | +$64K | 0.06% | 89 |
|
|
2025
Q1 | $274K | Buy |
1,161
+21
| +2% | +$4.96K | 0.05% | 92 |
|
|
2024
Q4 | $260K | Sell |
1,140
-100
| -8% | -$22.8K | 0.05% | 92 |
|
|
2024
Q3 | $306K | Buy |
1,240
+94
| +8% | +$23.2K | 0.06% | 84 |
|
|
2024
Q2 | $259K | Hold |
1,146
| – | – | 0.06% | 82 |
|
|
2024
Q1 | $282K | Hold |
1,146
| – | – | 0.08% | 80 |
|
|
2023
Q4 | $281K | Sell |
1,146
-100
| -8% | -$24.6K | 0.08% | 78 |
|
|
2023
Q3 | $254K | Hold |
1,246
| – | – | 0.09% | 75 |
|
|
2023
Q2 | $255K | Hold |
1,246
| – | – | 0.09% | 78 |
|
|
2023
Q1 | $251K | Sell |
1,246
-57
| -4% | -$11.5K | 0.09% | 73 |
|
|
2022
Q4 | $270K | Sell |
1,303
-220
| -14% | -$45.6K | 0.11% | 71 |
|
|
2022
Q3 | $297K | Sell |
1,523
-49
| -3% | -$9.55K | 0.14% | 65 |
|
|
2022
Q2 | $335K | Buy |
1,572
+63
| +4% | +$13.4K | 0.15% | 61 |
|
|
2022
Q1 | $412K | Sell |
1,509
-53
| -3% | -$14.5K | 0.17% | 54 |
|
|
2021
Q4 | $394K | Buy |
+1,562
| New | +$394K | 0.16% | 54 |
|