Okabena Investment 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 | $396K | Hold |
1,722
| – | – | 0.09% | 113 |
|
|
2025
Q1 | $407K | Sell |
1,722
-6
| -0.3% | -$1.42K | 0.1% | 107 |
|
|
2024
Q4 | $394K | Sell |
1,728
-3,368
| -66% | -$768K | 0.11% | 102 |
|
|
2024
Q3 | $1.26M | Hold |
5,096
| – | – | 0.35% | 58 |
|
|
2024
Q2 | $1.15M | Hold |
5,096
| – | – | 0.37% | 55 |
|
|
2024
Q1 | $1.25M | Sell |
5,096
-141
| -3% | -$34.7K | 0.42% | 60 |
|
|
2023
Q4 | $1.29M | Buy |
+5,237
| New | +$1.29M | 0.5% | 53 |
|
|
2023
Q2 | – | Sell |
-1,747
| Closed | -$352K | – | 240 |
|
|
2023
Q1 | $352K | Buy |
1,747
+1,728
| +9,095% | +$348K | 0.25% | 62 |
|
|
2022
Q4 | $5.28K | Sell |
19
-5,113
| -100% | -$1.42M | ﹤0.01% | 159 |
|
|
2022
Q3 | $1M | Buy |
5,132
+1,747
| +52% | +$340K | 0.48% | 59 |
|
|
2022
Q2 | $722K | Buy |
3,385
+1,365
| +68% | +$291K | 0.37% | 63 |
|
|
2022
Q1 | $552K | Hold |
2,020
| – | – | 0.23% | 77 |
|
|
2021
Q4 | $509K | Buy |
2,020
+492
| +32% | +$124K | 0.19% | 78 |
|
|
2021
Q3 | $300K | Hold |
1,528
| – | – | 0.16% | 76 |
|
|
2021
Q2 | $336K | Buy |
+1,528
| New | +$336K | 0.16% | 71 |
|