Pinnacle Wealth Planning 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 | $516K | Sell |
2,243
-158
| -7% | -$36.4K | 0.07% | 192 |
|
|
2025
Q1 | $567K | Buy |
2,401
+295
| +14% | +$69.7K | 0.09% | 144 |
|
|
2024
Q4 | $480K | Sell |
2,106
-861
| -29% | -$196K | 0.07% | 164 |
|
|
2024
Q3 | $731K | Buy |
2,967
+70
| +2% | +$17.3K | 0.1% | 127 |
|
|
2024
Q2 | $655K | Sell |
2,897
-28
| -1% | -$6.34K | 0.09% | 134 |
|
|
2024
Q1 | $719K | Buy |
2,925
+195
| +7% | +$48K | 0.11% | 126 |
|
|
2023
Q4 | $671K | Sell |
2,730
-142
| -5% | -$34.9K | 0.11% | 127 |
|
|
2023
Q3 | $585K | Buy |
2,872
+617
| +27% | +$126K | 0.1% | 134 |
|
|
2023
Q2 | $461K | Buy |
2,255
+186
| +9% | +$38.1K | 0.07% | 180 |
|
|
2023
Q1 | $416K | Sell |
2,069
-405
| -16% | -$81.5K | 0.07% | 201 |
|
|
2022
Q4 | $512K | Sell |
2,474
-568
| -19% | -$118K | 0.09% | 160 |
|
|
2022
Q3 | $593K | Buy |
3,042
+736
| +32% | +$143K | 0.11% | 119 |
|
|
2022
Q2 | $492K | Sell |
2,306
-890
| -28% | -$190K | 0.09% | 158 |
|
|
2022
Q1 | $873K | Buy |
3,196
+657
| +26% | +$179K | 0.16% | 102 |
|
|
2021
Q4 | $640K | Buy |
2,539
+14
| +0.6% | +$3.53K | 0.13% | 123 |
|
|
2021
Q3 | $495K | Buy |
2,525
+152
| +6% | +$29.8K | 0.11% | 139 |
|
|
2021
Q2 | $522K | Buy |
2,373
+12
| +0.5% | +$2.64K | 0.12% | 126 |
|
|
2021
Q1 | $520K | Buy |
2,361
+274
| +13% | +$60.3K | 0.13% | 122 |
|
|
2020
Q4 | $435K | Buy |
2,087
+82
| +4% | +$17.1K | 0.1% | 125 |
|
|
2020
Q3 | $395K | Sell |
2,005
-13
| -0.6% | -$2.56K | 0.13% | 120 |
|
|
2020
Q2 | $342K | Sell |
2,018
-951
| -32% | -$161K | 0.11% | 143 |
|
|
2020
Q1 | $417K | Buy |
2,969
+1,056
| +55% | +$148K | 0.2% | 99 |
|
|
2019
Q4 | $345K | Buy |
1,913
+487
| +34% | +$87.8K | 0.16% | 132 |
|
|
2019
Q3 | $230K | Buy |
+1,426
| New | +$230K | 0.13% | 162 |
|