Plante Moran Financial Advisors’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 | $355K | Buy |
1,541
+158
| +11% | +$36.4K | 0.02% | 109 |
|
|
2025
Q1 | $327K | Sell |
1,383
-70
| -5% | -$16.5K | 0.03% | 115 |
|
|
2024
Q4 | $331K | Buy |
1,453
+26
| +2% | +$5.93K | 0.03% | 119 |
|
|
2024
Q3 | $352K | Sell |
1,427
-113
| -7% | -$27.9K | 0.03% | 118 |
|
|
2024
Q2 | $348K | Buy |
1,540
+11
| +0.7% | +$2.49K | 0.03% | 108 |
|
|
2024
Q1 | $376K | Buy |
1,529
+114
| +8% | +$28K | 0.04% | 100 |
|
|
2023
Q4 | $348K | Hold |
1,415
| – | – | 0.04% | 110 |
|
|
2023
Q3 | $288K | Sell |
1,415
-168
| -11% | -$34.2K | 0.03% | 114 |
|
|
2023
Q2 | $324K | Hold |
1,583
| – | – | 0.04% | 107 |
|
|
2023
Q1 | $319K | Sell |
1,583
-99
| -6% | -$19.9K | 0.04% | 106 |
|
|
2022
Q4 | $348K | Buy |
1,682
+13
| +0.8% | +$2.69K | 0.05% | 101 |
|
|
2022
Q3 | $325K | Sell |
1,669
-10
| -0.6% | -$1.95K | 0.06% | 104 |
|
|
2022
Q2 | $358K | Buy |
1,679
+31
| +2% | +$6.61K | 0.06% | 98 |
|
|
2022
Q1 | $450K | Buy |
1,648
+41
| +3% | +$11.2K | 0.08% | 92 |
|
|
2021
Q4 | $405K | Sell |
1,607
-68
| -4% | -$17.1K | 0.07% | 107 |
|
|
2021
Q3 | $328K | Buy |
1,675
+253
| +18% | +$49.5K | 0.07% | 133 |
|
|
2021
Q2 | $313K | Buy |
1,422
+56
| +4% | +$12.3K | 0.08% | 129 |
|
|
2021
Q1 | $301K | Buy |
1,366
+328
| +32% | +$72.3K | 0.08% | 127 |
|
|
2020
Q4 | $216K | Sell |
1,038
-127
| -11% | -$26.4K | 0.07% | 155 |
|
|
2020
Q3 | $229K | Sell |
1,165
-1,064
| -48% | -$209K | 0.08% | 135 |
|
|
2020
Q2 | $377K | Buy |
2,229
+1,046
| +88% | +$177K | 0.15% | 83 |
|
|
2020
Q1 | $167K | Sell |
1,183
-226
| -16% | -$31.9K | 0.08% | 136 |
|
|
2019
Q4 | $255K | Buy |
1,409
+42
| +3% | +$7.6K | 0.09% | 129 |
|
|
2019
Q3 | $221K | Sell |
1,367
-60
| -4% | -$9.7K | 0.06% | 144 |
|
|
2019
Q2 | $241K | Buy |
1,427
+167
| +13% | +$28.2K | 0.07% | 126 |
|
|
2019
Q1 | $211K | Hold |
1,260
| – | – | 0.07% | 141 |
|
|
2018
Q4 | $174K | Sell |
1,260
-1,112
| -47% | -$154K | 0.06% | 145 |
|
|
2018
Q3 | $386K | Buy |
2,372
+438
| +23% | +$71.3K | 0.13% | 96 |
|
|
2018
Q2 | $274K | Sell |
1,934
-338
| -15% | -$47.9K | 0.14% | 123 |
|
|
2018
Q1 | $305K | Buy |
2,272
+45
| +2% | +$6.04K | 0.17% | 109 |
|
|
2017
Q4 | $299K | Buy |
2,227
+28
| +1% | +$3.76K | 0.17% | 101 |
|
|
2017
Q3 | $255K | Buy |
2,199
+13
| +0.6% | +$1.51K | 0.15% | 105 |
|
|
2017
Q2 | $238K | Buy |
2,186
+2
| +0.1% | +$218 | 0.15% | 112 |
|
|
2017
Q1 | $231K | Buy |
2,184
+762
| +54% | +$80.6K | 0.14% | 115 |
|
|
2016
Q4 | $147K | Sell |
1,422
-507
| -26% | -$52.4K | 0.09% | 166 |
|
|
2016
Q3 | $188K | Buy |
1,929
+624
| +48% | +$60.8K | 0.13% | 123 |
|
|
2016
Q2 | $114K | Sell |
1,305
-102
| -7% | -$8.91K | 0.08% | 169 |
|
|
2016
Q1 | $112K | Sell |
1,407
-1,827
| -56% | -$145K | 0.09% | 162 |
|
|
2015
Q4 | $253K | Sell |
3,234
-3,744
| -54% | -$293K | 0.19% | 91 |
|
|
2015
Q3 | $617K | Sell |
6,978
-912
| -12% | -$80.6K | 0.49% | 47 |
|
|
2015
Q2 | $752K | Buy |
7,890
+298
| +4% | +$28.4K | 0.54% | 42 |
|
|
2015
Q1 | $822K | Buy |
7,592
+3,657
| +93% | +$396K | 0.57% | 41 |
|
|
2014
Q4 | $469K | Buy |
3,935
+1,540
| +64% | +$184K | 0.35% | 60 |
|
|
2014
Q3 | $260K | Buy |
2,395
+1,331
| +125% | +$144K | 0.23% | 74 |
|
|
2014
Q2 | $106K | Buy |
1,064
+288
| +37% | +$28.7K | 0.1% | 143 |
|
|
2014
Q1 | $73K | Sell |
776
-658
| -46% | -$61.9K | 0.08% | 140 |
|
|
2013
Q4 | $120K | Buy |
1,434
+636
| +80% | +$53.2K | 0.07% | 134 |
|
|
2013
Q3 | $62K | Sell |
798
-12
| -1% | -$932 | 0.04% | 170 |
|
|
2013
Q2 | $62K | Buy |
+810
| New | +$62K | 0.05% | 150 |
|