PF
Phoenix Financial’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.92M | Sell |
34,421
-7,057
| -17% | -$1.62M | 0.1% | 105 |
|
|
2025
Q1 | $9.8M | Buy |
41,478
+8,925
| +27% | +$2.11M | 0.15% | 96 |
|
|
2024
Q4 | $7.42M | Buy |
32,553
+14,219
| +78% | +$3.24M | 0.1% | 106 |
|
|
2024
Q3 | $4.84M | Buy |
18,334
+12,518
| +215% | +$3.31M | 0.07% | 139 |
|
|
2024
Q2 | $1.63M | Sell |
5,816
-141,377
| -96% | -$39.5M | 0.02% | 193 |
|
|
2024
Q1 | $36.5M | Sell |
147,193
-378,792
| -72% | -$94M | 0.5% | 45 |
|
|
2023
Q4 | $145M | Sell |
525,985
-112,615
| -18% | -$31.1M | 2.41% | 9 |
|
|
2023
Q3 | $131M | Hold |
638,600
| – | – | 2.4% | 11 |
|
|
2023
Q2 | $132M | Sell |
638,600
-1,314
| -0.2% | -$271K | 2.69% | 13 |
|
|
2023
Q1 | $129M | Buy |
+639,914
| New | +$129M | 2.89% | 11 |
|