Night Owl Capital Management’s Union Pacific UNP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$18.6M Sell
2025
Q1
$32.5M Buy
2024
Q4
$30.2M Buy
2024
Q3
$31.5M Buy
2024
Q2
$28M Sell
2024
Q1
$31.1M Buy
2023
Q4
$13.8M Hold
2023
Q3
$13.8M Buy
2023
Q2
$12.8M Buy
2016
Q1
Sell
2015
Q4
$6.72M Sell
2015
Q3
$8.03M Sell
2015
Q2
$8.71M Buy
2015
Q1
$9.2M Buy
2014
Q4
$6.1M Buy
2014
Q3
$205K Buy