Olistico Wealth’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 | $108K | Hold |
470
| – | – | 0.06% | 124 |
|
|
2025
Q1 | $111K | Hold |
470
| – | – | 0.07% | 119 |
|
|
2024
Q4 | $107K | Hold |
470
| – | – | 0.06% | 124 |
|
|
2024
Q3 | $116K | Hold |
470
| – | – | 0.07% | 119 |
|
|
2024
Q2 | $106K | Buy |
+470
| New | +$106K | 0.07% | 124 |
|
|
2024
Q1 | – | Sell |
-1,199
| Closed | -$295K | – | 108 |
|
|
2023
Q4 | $295K | Hold |
1,199
| – | – | 0.23% | 84 |
|
|
2023
Q3 | $244K | Hold |
1,199
| – | – | 0.22% | 94 |
|
|
2023
Q2 | $245K | Sell |
1,199
-667
| -36% | -$136K | 0.21% | 98 |
|
|
2023
Q1 | $376K | Hold |
1,866
| – | – | 0.36% | 69 |
|
|
2022
Q4 | $386K | Buy |
+1,866
| New | +$386K | 0.42% | 67 |
|