Naviter 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 | $2.23M | Sell |
9,681
-752
| -7% | -$173K | 0.27% | 99 |
|
|
2025
Q1 | $2.44M | Buy |
10,433
+84
| +0.8% | +$19.6K | 0.3% | 88 |
|
|
2024
Q4 | $2.36M | Buy |
10,349
+4,753
| +85% | +$1.08M | 0.28% | 91 |
|
|
2024
Q3 | $1.38M | Sell |
5,596
-658
| -11% | -$162K | 0.19% | 142 |
|
|
2024
Q2 | $1.42M | Buy |
6,254
+568
| +10% | +$129K | 0.21% | 133 |
|
|
2024
Q1 | $1.4M | Buy |
5,686
+1,195
| +27% | +$294K | 0.23% | 124 |
|
|
2023
Q4 | $1.1M | Buy |
4,491
+896
| +25% | +$220K | 0.22% | 122 |
|
|
2023
Q3 | $732K | Sell |
3,595
-155
| -4% | -$31.6K | 0.18% | 140 |
|
|
2023
Q2 | $767K | Buy |
3,750
+655
| +21% | +$134K | 0.2% | 132 |
|
|
2023
Q1 | $623K | Sell |
3,095
-917
| -23% | -$185K | 0.22% | 129 |
|
|
2022
Q4 | $815K | Buy |
4,012
+512
| +15% | +$104K | 0.22% | 104 |
|
|
2022
Q3 | $682K | Buy |
3,500
+328
| +10% | +$63.9K | 0.28% | 86 |
|
|
2022
Q2 | $677K | Buy |
+3,172
| New | +$677K | 0.28% | 84 |
|