Partners in Financial Planning’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 | $276K | Hold |
1,200
| – | – | 0.05% | 93 |
|
|
2025
Q1 | $283K | Hold |
1,200
| – | – | 0.06% | 88 |
|
|
2024
Q4 | $274K | Hold |
1,200
| – | – | 0.06% | 89 |
|
|
2024
Q3 | $296K | Hold |
1,200
| – | – | 0.06% | 87 |
|
|
2024
Q2 | $272K | Hold |
1,200
| – | – | 0.06% | 89 |
|
|
2024
Q1 | $295K | Hold |
1,200
| – | – | 0.07% | 87 |
|
|
2023
Q4 | $295K | Hold |
1,200
| – | – | 0.07% | 82 |
|
|
2023
Q3 | $244K | Hold |
1,200
| – | – | 0.06% | 87 |
|
|
2023
Q2 | $246K | Hold |
1,200
| – | – | 0.06% | 85 |
|
|
2023
Q1 | $242K | Sell |
1,200
-100
| -8% | -$20.1K | 0.06% | 85 |
|
|
2022
Q4 | $270K | Hold |
1,300
| – | – | 0.07% | 79 |
|
|
2022
Q3 | $274K | Hold |
1,300
| – | – | 0.08% | 78 |
|
|
2022
Q2 | $301K | Hold |
1,300
| – | – | 0.1% | 79 |
|
|
2022
Q1 | $305K | Hold |
1,300
| – | – | 0.1% | 70 |
|
|
2021
Q4 | $310K | Hold |
1,300
| – | – | 0.1% | 72 |
|
|
2021
Q3 | $255K | Hold |
1,300
| – | – | 0.08% | 82 |
|
|
2021
Q2 | $286K | Buy |
+1,300
| New | +$286K | 0.09% | 73 |
|