Northeast Financial Consultants’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 | $219K | Hold |
951
| – | – | 0.01% | 279 |
|
|
2025
Q1 | $225K | Sell |
951
-755
| -44% | -$178K | 0.01% | 262 |
|
|
2024
Q4 | $389K | Buy |
1,706
+20
| +1% | +$4.56K | 0.02% | 220 |
|
|
2024
Q3 | $416K | Buy |
1,686
+16
| +1% | +$3.94K | 0.02% | 211 |
|
|
2024
Q2 | $378K | Sell |
1,670
-255
| -13% | -$57.7K | 0.02% | 212 |
|
|
2024
Q1 | $473K | Buy |
1,925
+255
| +15% | +$62.7K | 0.02% | 199 |
|
|
2023
Q4 | $410K | Hold |
1,670
| – | – | 0.02% | 203 |
|
|
2023
Q3 | $340K | Hold |
1,670
| – | – | 0.02% | 213 |
|
|
2023
Q2 | $342K | Buy |
+1,670
| New | +$342K | 0.02% | 216 |
|
|
2023
Q1 | – | Sell |
-2,244
| Closed | -$465K | – | 332 |
|
|
2022
Q4 | $465K | Buy |
2,244
+11
| +0.5% | +$2.28K | 0.03% | 193 |
|
|
2022
Q3 | $435K | Buy |
2,233
+915
| +69% | +$178K | 0.03% | 208 |
|
|
2022
Q2 | $281K | Sell |
1,318
-122
| -8% | -$26K | 0.02% | 265 |
|
|
2022
Q1 | $393K | Buy |
1,440
+79
| +6% | +$21.6K | 0.02% | 264 |
|
|
2021
Q4 | $343K | Hold |
1,361
| – | – | 0.02% | 262 |
|
|
2021
Q3 | $267K | Buy |
1,361
+370
| +37% | +$72.6K | 0.02% | 296 |
|
|
2021
Q2 | $218K | Buy |
+991
| New | +$218K | 0.01% | 330 |
|