Night Owl Capital Management’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 | $18.6M | Sell |
80,994
-56,370
| -41% | -$13M | 2.15% | 20 |
|
|
2025
Q1 | $32.5M | Buy |
137,364
+4,978
| +4% | +$1.18M | 4.06% | 10 |
|
|
2024
Q4 | $30.2M | Buy |
132,386
+4,471
| +3% | +$1.02M | 3.9% | 11 |
|
|
2024
Q3 | $31.5M | Buy |
127,915
+4,090
| +3% | +$1.01M | 4.31% | 11 |
|
|
2024
Q2 | $28M | Sell |
123,825
-2,581
| -2% | -$584K | 4.19% | 12 |
|
|
2024
Q1 | $31.1M | Buy |
126,406
+58,823
| +87% | +$14.5M | 4.72% | 9 |
|
|
2023
Q4 | $13.8M | Hold |
67,583
| – | – | 3.45% | 11 |
|
|
2023
Q3 | $13.8M | Buy |
67,583
+5,055
| +8% | +$1.03M | 3.45% | 11 |
|
|
2023
Q2 | $12.8M | Buy |
+62,528
| New | +$12.8M | 3.31% | 14 |
|
|
2016
Q1 | – | Sell |
-85,917
| Closed | -$6.72M | – | 19 |
|
|
2015
Q4 | $6.72M | Sell |
85,917
-4,871
| -5% | -$381K | 4.27% | 12 |
|
|
2015
Q3 | $8.03M | Sell |
90,788
-528
| -0.6% | -$46.7K | 4.96% | 10 |
|
|
2015
Q2 | $8.71M | Buy |
91,316
+6,406
| +8% | +$611K | 4.48% | 7 |
|
|
2015
Q1 | $9.2M | Buy |
84,910
+33,707
| +66% | +$3.65M | 4.81% | 6 |
|
|
2014
Q4 | $6.1M | Buy |
51,203
+49,311
| +2,606% | +$5.87M | 3% | 16 |
|
|
2014
Q3 | $205K | Buy |
+1,892
| New | +$205K | 0.09% | 26 |
|