Mosaic Family Wealth Partners’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 | $676K | Sell |
2,940
-23
| -0.8% | -$5.29K | 0.09% | 109 |
|
|
2025
Q1 | $700K | Sell |
2,963
-27
| -0.9% | -$6.38K | 0.1% | 108 |
|
|
2024
Q4 | $682K | Buy |
2,990
+9
| +0.3% | +$2.05K | 0.1% | 101 |
|
|
2024
Q3 | $735K | Buy |
2,981
+5
| +0.2% | +$1.23K | 0.11% | 91 |
|
|
2024
Q2 | $673K | Buy |
2,976
+75
| +3% | +$17K | 0.11% | 97 |
|
|
2024
Q1 | $713K | Sell |
2,901
-12
| -0.4% | -$2.95K | 0.12% | 93 |
|
|
2023
Q4 | $715K | Sell |
2,913
-20
| -0.7% | -$4.91K | 0.12% | 92 |
|
|
2023
Q3 | $597K | Hold |
2,933
| – | – | 0.12% | 94 |
|
|
2023
Q2 | $600K | Sell |
2,933
-8
| -0.3% | -$1.64K | 0.12% | 94 |
|
|
2023
Q1 | $592K | Buy |
2,941
+1
| +0% | +$201 | 0.12% | 95 |
|
|
2022
Q4 | $609K | Buy |
+2,940
| New | +$609K | 0.17% | 90 |
|