Planning Center Inc’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
$228K Sell
992
-988
-50% -$227K 0.03% 70
2025
Q1
$468K Buy
1,980
+8
+0.4% +$1.89K 0.06% 45
2024
Q4
$450K Buy
1,972
+8
+0.4% +$1.82K 0.06% 42
2024
Q3
$484K Buy
1,964
+8
+0.4% +$1.97K 0.06% 42
2024
Q2
$443K Buy
1,956
+14
+0.7% +$3.17K 0.06% 43
2024
Q1
$477K Hold
1,942
0.1% 35
2023
Q4
$477K Buy
1,942
+15
+0.8% +$3.68K 0.11% 34
2023
Q3
$392K Buy
1,927
+8
+0.4% +$1.63K 0.1% 38
2023
Q2
$393K Sell
1,919
-90
-4% -$18.4K 0.1% 41
2023
Q1
$398K Buy
2,009
+9
+0.5% +$1.78K 0.11% 37
2022
Q4
$414K Buy
2,000
+8
+0.4% +$1.66K 0.13% 41
2022
Q3
$384K Sell
1,992
-82
-4% -$15.8K 0.3% 25
2022
Q2
$435K Buy
2,074
+413
+25% +$86.6K 0.34% 25
2022
Q1
$454K Sell
1,661
-46
-3% -$12.6K 1.3% 16
2021
Q4
$429K Buy
+1,707
New +$429K 0.34% 27