Peterson Wealth Services’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 | $4.33M | Buy |
18,821
+444
| +2% | +$102K | 1.19% | 23 |
|
|
2025
Q1 | $4.34M | Buy |
18,377
+1,604
| +10% | +$379K | 1.34% | 22 |
|
|
2024
Q4 | $3.82M | Buy |
16,773
+439
| +3% | +$100K | 1.15% | 19 |
|
|
2024
Q3 | $4.03M | Buy |
16,334
+698
| +4% | +$172K | 1.29% | 22 |
|
|
2024
Q2 | $3.54M | Buy |
15,636
+371
| +2% | +$83.9K | 1.24% | 23 |
|
|
2024
Q1 | $3.75M | Sell |
15,265
-366
| -2% | -$90K | 1.37% | 24 |
|
|
2023
Q4 | $3.84M | Sell |
15,631
-1,631
| -9% | -$401K | 1.65% | 19 |
|
|
2023
Q3 | $3.52M | Buy |
17,262
+617
| +4% | +$126K | 2.63% | 14 |
|
|
2023
Q2 | $3.41M | Buy |
16,645
+682
| +4% | +$140K | 1.64% | 18 |
|
|
2023
Q1 | $3.21M | Sell |
15,963
-843
| -5% | -$170K | 1.65% | 19 |
|
|
2022
Q4 | $3.48M | Buy |
16,806
+456
| +3% | +$94.4K | 1.99% | 14 |
|
|
2022
Q3 | $3.19M | Buy |
16,350
+1,259
| +8% | +$245K | 2.26% | 12 |
|
|
2022
Q2 | $3.22M | Buy |
15,091
+879
| +6% | +$187K | 2.32% | 11 |
|
|
2022
Q1 | $3.88M | Buy |
14,212
+1,231
| +9% | +$336K | 2.39% | 13 |
|
|
2021
Q4 | $3.27M | Buy |
+12,981
| New | +$3.27M | 2.17% | 14 |
|