Northstar Advisory Group’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 | $259K | Sell |
1,124
-390
| -26% | -$89.7K | 0.13% | 89 |
|
|
2025
Q1 | $358K | Buy |
+1,514
| New | +$358K | 0.23% | 77 |
|
|
2023
Q4 | – | Sell |
-1,077
| Closed | -$219K | – | 108 |
|
|
2023
Q3 | $219K | Buy |
+1,077
| New | +$219K | 0.16% | 84 |
|
|
2023
Q1 | – | Sell |
-2,379
| Closed | -$493K | – | 102 |
|
|
2022
Q4 | $493K | Buy |
2,379
+396
| +20% | +$82K | 0.39% | 54 |
|
|
2022
Q3 | $386K | Buy |
1,983
+802
| +68% | +$156K | 0.35% | 53 |
|
|
2022
Q2 | $252K | Sell |
1,181
-2,767
| -70% | -$590K | 0.19% | 68 |
|
|
2022
Q1 | $1.08M | Buy |
3,948
+2,042
| +107% | +$558K | 0.69% | 36 |
|
|
2021
Q4 | $480K | Buy |
+1,906
| New | +$480K | 0.28% | 63 |
|
|
2021
Q3 | – | Sell |
-1,526
| Closed | -$336K | – | 126 |
|
|
2021
Q2 | $336K | Buy |
1,526
+196
| +15% | +$43.2K | 0.21% | 88 |
|
|
2021
Q1 | $293K | Buy |
1,330
+65
| +5% | +$14.3K | 0.22% | 83 |
|
|
2020
Q4 | $263K | Buy |
+1,265
| New | +$263K | 0.22% | 90 |
|