NewEdge 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 | $26.8M | Buy |
120,412
+4,972
| +4% | +$1.11M | 0.42% | 56 |
|
|
2025
Q1 | $27.3M | Buy |
115,440
+7,676
| +7% | +$1.81M | 0.49% | 53 |
|
|
2024
Q4 | $24.6M | Buy |
107,764
+15,579
| +17% | +$3.55M | 0.43% | 61 |
|
|
2024
Q3 | $22.7M | Buy |
92,185
+8,046
| +10% | +$1.98M | 0.41% | 69 |
|
|
2024
Q2 | $19M | Buy |
84,139
+1,147
| +1% | +$260K | 0.41% | 66 |
|
|
2024
Q1 | $19.7M | Buy |
82,992
+7,273
| +10% | +$1.73M | 0.44% | 63 |
|
|
2023
Q4 | $18.6M | Buy |
75,719
+4,393
| +6% | +$1.08M | 0.48% | 58 |
|
|
2023
Q3 | $14.5M | Buy |
71,326
+869
| +1% | +$177K | 0.46% | 64 |
|
|
2023
Q2 | $14.4M | Buy |
70,457
+13,651
| +24% | +$2.79M | 0.48% | 60 |
|
|
2023
Q1 | $11.4M | Buy |
56,806
+1,926
| +4% | +$388K | 0.43% | 64 |
|
|
2022
Q4 | $11.4M | Buy |
54,880
+3,615
| +7% | +$749K | 0.49% | 57 |
|
|
2022
Q3 | $9.99M | Buy |
51,265
+2,697
| +6% | +$525K | 0.47% | 59 |
|
|
2022
Q2 | $10.4M | Buy |
48,568
+4,027
| +9% | +$859K | 0.47% | 57 |
|
|
2022
Q1 | $12.2M | Buy |
44,541
+3,315
| +8% | +$906K | 0.54% | 46 |
|
|
2021
Q4 | $10.4M | Buy |
41,226
+2,909
| +8% | +$733K | 0.44% | 57 |
|
|
2021
Q3 | $7.51M | Buy |
38,317
+973
| +3% | +$191K | 0.45% | 59 |
|
|
2021
Q2 | $8.21M | Buy |
37,344
+3,733
| +11% | +$821K | 0.63% | 50 |
|
|
2021
Q1 | $7.41M | Buy |
33,611
+24,339
| +263% | +$5.36M | 0.74% | 39 |
|
|
2020
Q4 | $1.93M | Buy |
+9,272
| New | +$1.93M | 0.59% | 48 |
|