Mosaic Financial Group’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 | $5.46M | Sell |
23,711
-251
| -1% | -$57.7K | 4.17% | 4 |
|
|
2025
Q1 | $5.66M | Sell |
23,962
-971
| -4% | -$229K | 4.6% | 4 |
|
|
2024
Q4 | $5.69M | Hold |
24,933
| – | – | 4.08% | 5 |
|
|
2024
Q3 | $6.15M | Sell |
24,933
-316
| -1% | -$77.9K | 4.36% | 4 |
|
|
2024
Q2 | $5.71M | Buy |
25,249
+971
| +4% | +$220K | 4.1% | 5 |
|
|
2024
Q1 | $5.97M | Buy |
+24,278
| New | +$5.97M | 4.78% | 4 |
|