Prestige Wealth Management Group’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 | $723K | Buy |
3,141
+71
| +2% | +$16.3K | 0.15% | 77 |
|
|
2025
Q1 | $725K | Buy |
3,070
+55
| +2% | +$13K | 0.16% | 72 |
|
|
2024
Q4 | $687K | Buy |
3,015
+162
| +6% | +$36.9K | 0.14% | 75 |
|
|
2024
Q3 | $703K | Sell |
2,853
-31
| -1% | -$7.64K | 0.15% | 78 |
|
|
2024
Q2 | $652K | Sell |
2,884
-131
| -4% | -$29.6K | 0.14% | 72 |
|
|
2024
Q1 | $741K | Buy |
3,015
+42
| +1% | +$10.3K | 0.16% | 69 |
|
|
2023
Q4 | $730K | Buy |
2,973
+303
| +11% | +$74.4K | 0.17% | 66 |
|
|
2023
Q3 | $544K | Buy |
2,670
+20
| +0.8% | +$4.07K | 0.13% | 73 |
|
|
2023
Q2 | $542K | Buy |
2,650
+21
| +0.8% | +$4.3K | 0.13% | 76 |
|
|
2023
Q1 | $529K | Buy |
2,629
+124
| +5% | +$25K | 0.13% | 83 |
|
|
2022
Q4 | $519K | Sell |
2,505
-51
| -2% | -$10.6K | 0.14% | 78 |
|
|
2022
Q3 | $498K | Buy |
2,556
+188
| +8% | +$36.6K | 0.14% | 69 |
|
|
2022
Q2 | $505K | Buy |
2,368
+386
| +19% | +$82.3K | 0.14% | 72 |
|
|
2022
Q1 | $542K | Buy |
1,982
+62
| +3% | +$17K | 0.13% | 75 |
|
|
2021
Q4 | $484K | Buy |
1,920
+178
| +10% | +$44.9K | 0.12% | 76 |
|
|
2021
Q3 | $341K | Buy |
1,742
+216
| +14% | +$42.3K | 0.09% | 92 |
|
|
2021
Q2 | $336K | Buy |
1,526
+24
| +2% | +$5.28K | 0.09% | 85 |
|
|
2021
Q1 | $331K | Buy |
1,502
+107
| +8% | +$23.6K | 0.09% | 80 |
|
|
2020
Q4 | $290K | Buy |
1,395
+272
| +24% | +$56.5K | 0.08% | 100 |
|
|
2020
Q3 | $222K | Buy |
1,123
+265
| +31% | +$52.4K | 0.07% | 109 |
|
|
2020
Q2 | $145K | Buy |
858
+634
| +283% | +$107K | 0.05% | 125 |
|
|
2020
Q1 | $32K | Buy |
+224
| New | +$32K | 0.01% | 220 |
|
|
2019
Q1 | – | Sell |
-303
| Closed | -$42K | – | 1110 |
|
|
2018
Q4 | $42K | Buy |
+303
| New | +$42K | 0.03% | 206 |
|