Novak & Powell Financial 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 | $243K | Hold |
1,057
| – | – | 0.17% | 126 |
|
|
2025
Q1 | $250K | Buy |
+1,057
| New | +$250K | 0.16% | 127 |
|
|
2024
Q4 | – | Sell |
-1,057
| Closed | -$260K | – | 163 |
|
|
2024
Q3 | $260K | Hold |
1,057
| – | – | 0.15% | 121 |
|
|
2024
Q2 | $239K | Sell |
1,057
-144
| -12% | -$32.6K | 0.15% | 122 |
|
|
2024
Q1 | $295K | Buy |
1,201
+50
| +4% | +$12.3K | 0.22% | 100 |
|
|
2023
Q4 | $283K | Buy |
+1,151
| New | +$283K | 0.19% | 104 |
|