Phillips Wealth Planners’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 | $427K | Sell |
1,804
-238
| -12% | -$56.3K | 0.39% | 84 |
|
|
2025
Q1 | $446K | Buy |
2,042
+346
| +20% | +$75.6K | 0.47% | 71 |
|
|
2024
Q4 | $382K | Sell |
1,696
-1
| -0.1% | -$225 | 0.38% | 83 |
|
|
2024
Q3 | $421K | Buy |
1,697
+189
| +13% | +$46.9K | 0.4% | 84 |
|
|
2024
Q2 | $338K | Sell |
1,508
-406
| -21% | -$91.1K | 0.36% | 96 |
|
|
2024
Q1 | $443K | Sell |
1,914
-155
| -7% | -$35.8K | 0.51% | 66 |
|
|
2023
Q4 | $492K | Buy |
2,069
+315
| +18% | +$75K | 0.59% | 52 |
|
|
2023
Q3 | $369K | Sell |
1,754
-9
| -0.5% | -$1.89K | 0.5% | 76 |
|
|
2023
Q2 | $361K | Sell |
1,763
-31
| -2% | -$6.34K | 0.47% | 82 |
|
|
2023
Q1 | $356K | Sell |
1,794
-332
| -16% | -$65.9K | 0.47% | 80 |
|
|
2022
Q4 | $438K | Buy |
+2,126
| New | +$438K | 0.76% | 47 |
|