Palisades Hudson Asset 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 | $294K | Hold |
1,276
| – | – | 0.12% | 86 |
|
|
2025
Q1 | $301K | Hold |
1,276
| – | – | 0.14% | 76 |
|
|
2024
Q4 | $291K | Hold |
1,276
| – | – | 0.12% | 83 |
|
|
2024
Q3 | $314K | Hold |
1,276
| – | – | 0.13% | 74 |
|
|
2024
Q2 | $289K | Hold |
1,276
| – | – | 0.13% | 76 |
|
|
2024
Q1 | $313K | Hold |
1,276
| – | – | 0.14% | 77 |
|
|
2023
Q4 | $313K | Hold |
1,276
| – | – | 0.15% | 73 |
|
|
2023
Q3 | $260K | Hold |
1,276
| – | – | 0.14% | 76 |
|
|
2023
Q2 | $261K | Hold |
1,276
| – | – | 0.14% | 80 |
|
|
2023
Q1 | $257K | Hold |
1,276
| – | – | 0.14% | 79 |
|
|
2022
Q4 | $264K | Hold |
1,276
| – | – | 0.15% | 86 |
|
|
2022
Q3 | $249K | Hold |
1,276
| – | – | 0.15% | 81 |
|
|
2022
Q2 | $273K | Hold |
1,276
| – | – | 0.15% | 78 |
|
|
2022
Q1 | $349K | Hold |
1,276
| – | – | 0.16% | 74 |
|
|
2021
Q4 | $322K | Buy |
1,276
+26
| +2% | +$6.56K | 0.14% | 82 |
|
|
2021
Q3 | $245K | Hold |
1,250
| – | – | 0.11% | 98 |
|
|
2021
Q2 | $275K | Hold |
1,250
| – | – | 0.12% | 92 |
|
|
2021
Q1 | $276K | Hold |
1,250
| – | – | 0.13% | 90 |
|
|
2020
Q4 | $260K | Hold |
1,250
| – | – | 0.13% | 87 |
|
|
2020
Q3 | $246K | Hold |
1,250
| – | – | 0.16% | 80 |
|
|
2020
Q2 | $211K | Buy |
+1,250
| New | +$211K | 0.14% | 90 |
|
|
2020
Q1 | – | Sell |
-1,250
| Closed | -$226K | – | 107 |
|
|
2019
Q4 | $226K | Hold |
1,250
| – | – | 0.14% | 98 |
|
|
2019
Q3 | $202K | Hold |
1,250
| – | – | 0.14% | 99 |
|
|
2019
Q2 | $211K | Hold |
1,250
| – | – | 0.15% | 93 |
|
|
2019
Q1 | $209K | Buy |
+1,250
| New | +$209K | 0.14% | 95 |
|
|
2018
Q4 | – | Sell |
-1,250
| Closed | -$204K | – | 116 |
|
|
2018
Q3 | $204K | Buy |
+1,250
| New | +$204K | 0.11% | 109 |
|