Oxler Private 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 | $1.08M | Buy |
4,690
+25
| +0.5% | +$5.75K | 0.34% | 40 |
|
|
2025
Q1 | $1.1M | Sell |
4,665
-101
| -2% | -$23.9K | 0.39% | 41 |
|
|
2024
Q4 | $1.09M | Sell |
4,766
-79
| -2% | -$18K | 0.36% | 43 |
|
|
2024
Q3 | $1.19M | Buy |
4,845
+23
| +0.5% | +$5.67K | 0.42% | 39 |
|
|
2024
Q2 | $1.09M | Buy |
4,822
+25
| +0.5% | +$5.66K | 0.4% | 40 |
|
|
2024
Q1 | $1.18M | Buy |
+4,797
| New | +$1.18M | 0.46% | 40 |
|
|
2023
Q4 | – | Sell |
-4,750
| Closed | -$968K | – | 92 |
|
|
2023
Q3 | $968K | Buy |
4,750
+25
| +0.5% | +$5.09K | 0.49% | 45 |
|
|
2023
Q2 | $967K | Sell |
4,725
-122
| -3% | -$25K | 0.46% | 46 |
|
|
2023
Q1 | $976K | Buy |
4,847
+31
| +0.6% | +$6.24K | 0.48% | 48 |
|
|
2022
Q4 | $997K | Buy |
4,816
+30
| +0.6% | +$6.21K | 0.54% | 49 |
|
|
2022
Q3 | $933K | Buy |
4,786
+29
| +0.6% | +$5.65K | 0.52% | 48 |
|
|
2022
Q2 | $1.01M | Buy |
4,757
+28
| +0.6% | +$5.97K | 0.49% | 51 |
|
|
2022
Q1 | $1.29M | Buy |
4,729
+20
| +0.4% | +$5.46K | 0.58% | 50 |
|
|
2021
Q4 | $1.19M | Sell |
4,709
-79
| -2% | -$19.9K | 0.49% | 56 |
|
|
2021
Q3 | $938K | Hold |
4,788
| – | – | 0.41% | 67 |
|
|
2021
Q2 | $1.05M | Sell |
4,788
-50
| -1% | -$11K | 0.46% | 61 |
|
|
2021
Q1 | $1.07M | Buy |
4,838
+148
| +3% | +$32.6K | 0.54% | 53 |
|
|
2020
Q4 | $974K | Buy |
+4,690
| New | +$974K | 0.55% | 38 |
|