PFW Advisors’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 | $671K | Sell |
2,915
-514
| -15% | -$118K | 0.21% | 78 |
|
2025
Q1 | $810K | Buy |
3,429
+41
| +1% | +$9.69K | 0.25% | 75 |
|
2024
Q4 | $773K | Buy |
+3,388
| New | +$773K | 0.24% | 75 |
|
2024
Q2 | $749K | Sell |
3,311
-180
| -5% | -$40.7K | 0.24% | 76 |
|
2024
Q1 | $859K | Buy |
3,491
+60
| +2% | +$14.8K | 0.26% | 71 |
|
2023
Q4 | $843K | Sell |
3,431
-81
| -2% | -$19.9K | 0.27% | 72 |
|
2023
Q3 | $715K | Hold |
3,512
| – | – | 0.25% | 72 |
|
2023
Q2 | $806K | Buy |
+3,512
| New | +$806K | 0.27% | 66 |
|
2019
Q3 | $809K | Buy |
+3,281
| New | +$809K | 0.24% | 76 |
|