Personal CFO Solutions’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $543K | Buy |
2,359
+153
| +7% | +$35.2K | 0.1% | 203 |
|
|
2025
Q1 | $521K | Buy |
2,206
+131
| +6% | +$30.9K | 0.11% | 208 |
|
|
2024
Q4 | $473K | Sell |
2,075
-73
| -3% | -$16.7K | 0.09% | 215 |
|
|
2024
Q3 | $529K | Buy |
2,148
+256
| +14% | +$63.1K | 0.07% | 251 |
|
|
2024
Q2 | $428K | Sell |
1,892
-126
| -6% | -$28.5K | 0.07% | 287 |
|
|
2024
Q1 | $496K | Buy |
2,018
+391
| +24% | +$96.2K | 0.08% | 251 |
|
|
2023
Q4 | $400K | Buy |
1,627
+220
| +16% | +$54.1K | 0.07% | 290 |
|
|
2023
Q3 | $287K | Buy |
1,407
+397
| +39% | +$80.9K | 0.06% | 335 |
|
|
2023
Q2 | $207K | Buy |
+1,010
| New | +$207K | 0.04% | 436 |
|
|
2023
Q1 | – | Sell |
-1,341
| Closed | -$278K | – | 505 |
|
|
2022
Q4 | $278K | Buy |
1,341
+13
| +1% | +$2.69K | 0.06% | 324 |
|
|
2022
Q3 | $259K | Sell |
1,328
-194
| -13% | -$37.8K | 0.07% | 284 |
|
|
2022
Q2 | $325K | Buy |
1,522
+181
| +13% | +$38.7K | 0.08% | 244 |
|
|
2022
Q1 | $366K | Buy |
1,341
+189
| +16% | +$51.6K | 0.07% | 271 |
|
|
2021
Q4 | $290K | Buy |
1,152
+131
| +13% | +$33K | 0.05% | 333 |
|
|
2021
Q3 | $200K | Sell |
1,021
-332
| -25% | -$65K | 0.04% | 420 |
|
|
2021
Q2 | $297K | Buy |
1,353
+27
| +2% | +$5.93K | 0.06% | 289 |
|
|
2021
Q1 | $292K | Sell |
1,326
-82
| -6% | -$18.1K | 0.06% | 266 |
|
|
2020
Q4 | $293K | Sell |
1,408
-4
| -0.3% | -$832 | 0.07% | 250 |
|
|
2020
Q3 | $0 | Buy |
1,412
+79
| +6% | – | ﹤0.01% | 317 |
|
|
2020
Q2 | $225K | Buy |
+1,333
| New | +$225K | 0.07% | 263 |
|