Physicians Financial 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 | $1.33M | Buy |
5,794
+1
| +0% | +$230 | 0.4% | 50 |
|
|
2025
Q1 | $1.37M | Sell |
5,793
-100
| -2% | -$23.6K | 0.44% | 46 |
|
|
2024
Q4 | $1.34M | Sell |
5,893
-56
| -0.9% | -$12.8K | 0.41% | 49 |
|
|
2024
Q3 | $1.47M | Hold |
5,949
| – | – | 0.46% | 49 |
|
|
2024
Q2 | $1.35M | Buy |
5,949
+186
| +3% | +$42.1K | 0.44% | 54 |
|
|
2024
Q1 | $1.42M | Hold |
5,763
| – | – | 0.5% | 52 |
|
|
2023
Q4 | $1.42M | Hold |
5,763
| – | – | 0.54% | 47 |
|
|
2023
Q3 | $1.17M | Sell |
5,763
-100
| -2% | -$20.4K | 0.48% | 51 |
|
|
2023
Q2 | $1.2M | Sell |
5,863
-200
| -3% | -$40.9K | 0.47% | 53 |
|
|
2023
Q1 | $1.22M | Sell |
6,063
-50
| -0.8% | -$10.1K | 0.52% | 51 |
|
|
2022
Q4 | $1.27M | Hold |
6,113
| – | – | 0.57% | 50 |
|
|
2022
Q3 | $1.19M | Buy |
6,113
+2
| +0% | +$390 | 0.58% | 47 |
|
|
2022
Q2 | $1.3M | Sell |
6,111
-2
| -0% | -$426 | 0.58% | 47 |
|
|
2022
Q1 | $1.67M | Hold |
6,113
| – | – | 0.64% | 42 |
|
|
2021
Q4 | $1.54M | Sell |
6,113
-175
| -3% | -$44.1K | 0.57% | 48 |
|
|
2021
Q3 | $1.23M | Buy |
6,288
+400
| +7% | +$78.4K | 0.5% | 56 |
|
|
2021
Q2 | $1.3M | Sell |
5,888
-47
| -0.8% | -$10.3K | 0.53% | 56 |
|
|
2021
Q1 | $1.31M | Buy |
5,935
+334
| +6% | +$73.6K | 0.56% | 53 |
|
|
2020
Q4 | $1.17M | Sell |
5,601
-334
| -6% | -$69.5K | 0.56% | 49 |
|
|
2020
Q3 | $1.17M | Buy |
5,935
+10
| +0.2% | +$1.97K | 0.58% | 49 |
|
|
2020
Q2 | $1M | Buy |
5,925
+2
| +0% | +$338 | 0.55% | 51 |
|
|
2020
Q1 | $835K | Sell |
5,923
-400
| -6% | -$56.4K | 0.57% | 52 |
|
|
2019
Q4 | $1.14M | Sell |
6,323
-199
| -3% | -$36K | 0.62% | 48 |
|
|
2019
Q3 | $1.06M | Buy |
6,522
+200
| +3% | +$32.4K | 0.6% | 48 |
|
|
2019
Q2 | $1.07M | Buy |
6,322
+191
| +3% | +$32.3K | 0.63% | 49 |
|
|
2019
Q1 | $1.03M | Buy |
6,131
+43
| +0.7% | +$7.19K | 0.64% | 47 |
|
|
2018
Q4 | $842K | Buy |
6,088
+112
| +2% | +$15.5K | 0.61% | 52 |
|
|
2018
Q3 | $974K | Sell |
5,976
-100
| -2% | -$16.3K | 0.67% | 47 |
|
|
2018
Q2 | $861K | Hold |
6,076
| – | – | 0.64% | 49 |
|
|
2018
Q1 | $794K | Buy |
6,076
+550
| +10% | +$71.9K | 0.63% | 52 |
|
|
2017
Q4 | $741K | Hold |
5,526
| – | – | 0.57% | 59 |
|
|
2017
Q3 | $641K | Hold |
5,526
| – | – | 0.52% | 60 |
|
|
2017
Q2 | $602K | Sell |
5,526
-100
| -2% | -$10.9K | 0.51% | 65 |
|
|
2017
Q1 | $596K | Hold |
5,626
| – | – | 0.51% | 63 |
|
|
2016
Q4 | $516K | Hold |
5,626
| – | – | 0.42% | 68 |
|
|
2016
Q3 | $548K | Hold |
5,626
| – | – | 0.46% | 65 |
|
|
2016
Q2 | $491K | Buy |
5,626
+600
| +12% | +$52.4K | 0.43% | 70 |
|
|
2016
Q1 | $400K | Buy |
5,026
+200
| +4% | +$15.9K | 0.36% | 75 |
|
|
2015
Q4 | $377K | Buy |
+4,826
| New | +$377K | 0.35% | 79 |
|