Nicolet Advisory Services’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 | $857K | Buy |
3,908
+487
| +14% | +$107K | 0.07% | 143 |
|
2025
Q1 | $750K | Buy |
3,421
+485
| +17% | +$106K | 0.07% | 148 |
|
2024
Q4 | $661K | Buy |
2,936
+144
| +5% | +$32.4K | 0.06% | 165 |
|
2024
Q3 | $672K | Buy |
2,792
+153
| +6% | +$36.8K | 0.06% | 161 |
|
2024
Q2 | $592K | Buy |
2,639
+149
| +6% | +$33.4K | 0.06% | 164 |
|
2024
Q1 | $600K | Buy |
2,490
+386
| +18% | +$92.9K | 0.06% | 150 |
|
2023
Q4 | $505K | Buy |
2,104
+408
| +24% | +$97.9K | 0.05% | 164 |
|
2023
Q3 | $343K | Sell |
1,696
-368
| -18% | -$74.4K | 0.04% | 207 |
|
2023
Q2 | $418K | Buy |
2,064
+2
| +0.1% | +$405 | 0.05% | 177 |
|
2023
Q1 | $410K | Buy |
2,062
+644
| +45% | +$128K | 0.05% | 168 |
|
2022
Q4 | $304K | Buy |
1,418
+22
| +2% | +$4.71K | 0.04% | 181 |
|
2022
Q3 | $271K | Sell |
1,396
-64
| -4% | -$12.4K | 0.04% | 150 |
|
2022
Q2 | $310K | Buy |
1,460
+1
| +0.1% | +$212 | 0.05% | 134 |
|
2022
Q1 | $353K | Buy |
1,459
+61
| +4% | +$14.8K | 0.05% | 129 |
|
2021
Q4 | $352K | Sell |
1,398
-234
| -14% | -$58.9K | 0.04% | 132 |
|
2021
Q3 | $321K | Buy |
1,632
+276
| +20% | +$54.3K | 0.04% | 147 |
|
2021
Q2 | $298K | Buy |
1,356
+6
| +0.4% | +$1.32K | 0.04% | 140 |
|
2021
Q1 | $297K | Sell |
1,350
-1,482
| -52% | -$326K | 0.04% | 134 |
|
2020
Q4 | $590K | Sell |
2,832
-133
| -4% | -$27.7K | 0.08% | 90 |
|
2020
Q3 | $584K | Sell |
2,965
-623
| -17% | -$123K | 0.09% | 85 |
|
2020
Q2 | $607K | Sell |
3,588
-66
| -2% | -$11.2K | 0.09% | 100 |
|
2020
Q1 | $515K | Buy |
3,654
+950
| +35% | +$134K | 0.09% | 106 |
|
2019
Q4 | $489K | Buy |
2,704
+203
| +8% | +$36.7K | 0.08% | 104 |
|
2019
Q3 | $405K | Buy |
2,501
+3
| +0.1% | +$486 | 0.06% | 107 |
|
2019
Q2 | $422K | Sell |
2,498
-158
| -6% | -$26.7K | 0.06% | 98 |
|
2019
Q1 | $444K | Buy |
+2,656
| New | +$444K | 0.08% | 86 |
|