PBMares 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 | $319K | Hold |
1,385
| – | – | 0.06% | 143 |
|
|
2025
Q1 | $327K | Sell |
1,385
-357
| -20% | -$84.4K | 0.07% | 143 |
|
|
2024
Q4 | $397K | Hold |
1,742
| – | – | 0.08% | 129 |
|
|
2024
Q3 | $429K | Sell |
1,742
-5
| -0.3% | -$1.23K | 0.09% | 120 |
|
|
2024
Q2 | $395K | Sell |
1,747
-102
| -6% | -$23.1K | 0.1% | 120 |
|
|
2024
Q1 | $455K | Sell |
1,849
-129
| -7% | -$31.7K | 0.12% | 113 |
|
|
2023
Q4 | $486K | Buy |
1,978
+6
| +0.3% | +$1.47K | 0.15% | 104 |
|
|
2023
Q3 | $402K | Buy |
1,972
+210
| +12% | +$42.8K | 0.14% | 112 |
|
|
2023
Q2 | $361K | Buy |
1,762
+3
| +0.2% | +$614 | 0.13% | 123 |
|
|
2023
Q1 | $354K | Sell |
1,759
-90
| -5% | -$18.1K | 0.13% | 123 |
|
|
2022
Q4 | $383K | Sell |
1,849
-355
| -16% | -$73.5K | 0.16% | 112 |
|
|
2022
Q3 | $429K | Buy |
2,204
+74
| +3% | +$14.4K | 0.19% | 98 |
|
|
2022
Q2 | $454K | Buy |
2,130
+480
| +29% | +$102K | 0.19% | 97 |
|
|
2022
Q1 | $451K | Buy |
1,650
+90
| +6% | +$24.6K | 0.28% | 91 |
|
|
2021
Q4 | $393K | Sell |
1,560
-330
| -17% | -$83.1K | 0.17% | 103 |
|
|
2021
Q3 | $371K | Hold |
1,890
| – | – | 0.18% | 106 |
|
|
2021
Q2 | $416K | Sell |
1,890
-140
| -7% | -$30.8K | 0.23% | 95 |
|
|
2021
Q1 | $448K | Buy |
2,030
+355
| +21% | +$78.3K | 0.37% | 80 |
|
|
2020
Q4 | $349K | Hold |
1,675
| – | – | 0.4% | 83 |
|
|
2020
Q3 | $330K | Sell |
1,675
-60
| -3% | -$11.8K | 0.49% | 70 |
|
|
2020
Q2 | $293K | Buy |
1,735
+1
| +0.1% | +$169 | 0.44% | 76 |
|
|
2020
Q1 | $245K | Buy |
1,734
+16
| +0.9% | +$2.26K | 0.39% | 83 |
|
|
2019
Q4 | $311K | Buy |
+1,718
| New | +$311K | 0.37% | 83 |
|