OneDigital Investment 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
Q2 | $2.84M | Sell |
12,342
-853
| -6% | -$196K | 0.03% | 337 |
|
|
2025
Q1 | $3.12M | Sell |
13,195
-2,352
| -15% | -$556K | 0.04% | 308 |
|
|
2024
Q4 | $3.55M | Buy |
15,547
+2,459
| +19% | +$561K | 0.04% | 301 |
|
|
2024
Q3 | $3.23M | Sell |
13,088
-2,368
| -15% | -$584K | 0.04% | 328 |
|
|
2024
Q2 | $3.5M | Buy |
15,456
+6,538
| +73% | +$1.48M | 0.04% | 294 |
|
|
2024
Q1 | $2.19M | Sell |
8,918
-3,020
| -25% | -$743K | 0.03% | 312 |
|
|
2023
Q4 | $2.93M | Sell |
11,938
-6,488
| -35% | -$1.59M | 0.05% | 248 |
|
|
2023
Q3 | $3.75M | Sell |
18,426
-1,173
| -6% | -$239K | 0.08% | 182 |
|
|
2023
Q2 | $4.01M | Sell |
19,599
-1,970
| -9% | -$403K | 0.09% | 176 |
|
|
2023
Q1 | $4.34M | Buy |
21,569
+4,039
| +23% | +$813K | 0.1% | 156 |
|
|
2022
Q4 | $3.63M | Buy |
17,530
+451
| +3% | +$93.4K | 0.11% | 165 |
|
|
2022
Q3 | $3.33M | Buy |
17,079
+18
| +0.1% | +$3.51K | 0.12% | 119 |
|
|
2022
Q2 | $3.64M | Sell |
17,061
-979
| -5% | -$209K | 0.16% | 93 |
|
|
2022
Q1 | $4.93M | Sell |
18,040
-963
| -5% | -$263K | 0.19% | 79 |
|
|
2021
Q4 | $4.79M | Buy |
19,003
+1,854
| +11% | +$467K | 0.17% | 75 |
|
|
2021
Q3 | $3.36M | Buy |
17,149
+2,101
| +14% | +$412K | 0.13% | 102 |
|
|
2021
Q2 | $3.31M | Sell |
15,048
-170
| -1% | -$37.4K | 0.14% | 100 |
|
|
2021
Q1 | $3.35M | Buy |
15,218
+84
| +0.6% | +$18.5K | 0.16% | 93 |
|
|
2020
Q4 | $3.23M | Buy |
15,134
+114
| +0.8% | +$24.3K | 0.17% | 91 |
|
|
2020
Q3 | $2.95M | Sell |
15,020
-1,266
| -8% | -$249K | 0.2% | 87 |
|
|
2020
Q2 | $2.81M | Buy |
16,286
+90
| +0.6% | +$15.5K | 0.2% | 100 |
|
|
2020
Q1 | $2.4M | Sell |
16,196
-1,558
| -9% | -$230K | 0.21% | 102 |
|
|
2019
Q4 | $3.21M | Sell |
17,754
-83
| -0.5% | -$15K | 0.25% | 90 |
|
|
2019
Q3 | $2.89M | Buy |
17,837
+10,023
| +128% | +$1.62M | 0.26% | 86 |
|
|
2019
Q2 | $1.32M | Sell |
7,814
-5,480
| -41% | -$926K | 0.1% | 116 |
|
|
2019
Q1 | $2.25M | Sell |
13,294
-15
| -0.1% | -$2.54K | 0.33% | 69 |
|
|
2018
Q4 | $1.84M | Buy |
13,309
+600
| +5% | +$83K | 0.31% | 75 |
|
|
2018
Q3 | $2.07M | Sell |
12,709
-270
| -2% | -$44K | 0.49% | 37 |
|
|
2018
Q2 | $1.84M | Buy |
12,979
+1
| +0% | +$142 | 0.39% | 45 |
|
|
2018
Q1 | $1.74M | Buy |
12,978
+1,200
| +10% | +$161K | 0.38% | 52 |
|
|
2017
Q4 | $1.59M | Buy |
11,778
+8,628
| +274% | +$1.16M | 0.18% | 52 |
|
|
2017
Q3 | $366K | Sell |
3,150
-8,790
| -74% | -$1.02M | 0.13% | 98 |
|
|
2017
Q2 | $1.3M | Buy |
+11,940
| New | +$1.3M | 0.39% | 49 |
|