One Degree Advisors’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-2,818
| Closed | -$698K | – | 63 |
|
2024
Q4 | $698K | Hold |
2,818
| – | – | 0.28% | 36 |
|
2024
Q3 | $688K | Hold |
2,818
| – | – | 0.29% | 35 |
|
2024
Q2 | $637K | Hold |
2,818
| – | – | 0.31% | 36 |
|
2024
Q1 | $694K | Hold |
2,818
| – | – | 0.35% | 34 |
|
2023
Q4 | $695K | Buy |
+2,818
| New | +$695K | 0.36% | 37 |
|