Opes Wealth Management’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 | $271K | Sell |
1,178
-1
| -0.1% | -$230 | 0.05% | 129 |
|
|
2025
Q1 | $279K | Buy |
1,179
+7
| +0.6% | +$1.65K | 0.06% | 125 |
|
|
2024
Q4 | $267K | Buy |
1,172
+13
| +1% | +$2.97K | 0.05% | 119 |
|
|
2024
Q3 | $286K | Sell |
1,159
-5
| -0.4% | -$1.23K | 0.05% | 114 |
|
|
2024
Q2 | $263K | Buy |
1,164
+29
| +3% | +$6.56K | 0.06% | 117 |
|
|
2024
Q1 | $279K | Buy |
1,135
+66
| +6% | +$16.2K | 0.06% | 111 |
|
|
2023
Q4 | $263K | Sell |
1,069
-125
| -10% | -$30.7K | 0.06% | 112 |
|
|
2023
Q3 | $243K | Buy |
1,194
+15
| +1% | +$3.05K | 0.07% | 110 |
|
|
2023
Q2 | $241K | Buy |
+1,179
| New | +$241K | 0.07% | 112 |
|