Principle Wealth Partners’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 | $1.39M | Sell |
6,053
-107
| -2% | -$24.6K | 0.09% | 134 |
|
|
2025
Q1 | $1.46M | Hold |
6,160
| – | – | 0.1% | 134 |
|
|
2024
Q4 | $1.4M | Sell |
6,160
-180
| -3% | -$41K | 0.1% | 134 |
|
|
2024
Q3 | $1.56M | Buy |
6,340
+107
| +2% | +$26.4K | 0.11% | 131 |
|
|
2024
Q2 | $1.41M | Sell |
6,233
-310
| -5% | -$70.1K | 0.11% | 135 |
|
|
2024
Q1 | $1.61M | Sell |
6,543
-120
| -2% | -$29.5K | 0.13% | 132 |
|
|
2023
Q4 | $1.64M | Buy |
6,663
+9
| +0.1% | +$2.21K | 0.14% | 124 |
|
|
2023
Q3 | $1.35M | Buy |
6,654
+151
| +2% | +$30.7K | 0.14% | 129 |
|
|
2023
Q2 | $1.33M | Sell |
6,503
-15
| -0.2% | -$3.07K | 0.13% | 123 |
|
|
2023
Q1 | $1.31M | Buy |
6,518
+489
| +8% | +$98.4K | 0.14% | 118 |
|
|
2022
Q4 | $1.25M | Buy |
6,029
+132
| +2% | +$27.3K | 0.14% | 113 |
|
|
2022
Q3 | $1.15K | Buy |
5,897
+210
| +4% | +$41 | 0.11% | 112 |
|
|
2022
Q2 | $1.21M | Hold |
5,687
| – | – | 0.15% | 115 |
|
|
2022
Q1 | $1.55M | Sell |
5,687
-200
| -3% | -$54.7K | 0.16% | 107 |
|
|
2021
Q4 | $1.48M | Sell |
5,887
-69
| -1% | -$17.4K | 0.16% | 107 |
|
|
2021
Q3 | $1.17M | Buy |
5,956
+100
| +2% | +$19.6K | 0.13% | 119 |
|
|
2021
Q2 | $1.29M | Buy |
5,856
+100
| +2% | +$22K | 0.15% | 115 |
|
|
2021
Q1 | $1.27M | Buy |
5,756
+1,561
| +37% | +$344K | 0.15% | 114 |
|
|
2020
Q4 | $873K | Buy |
4,195
+1,607
| +62% | +$334K | 0.12% | 128 |
|
|
2020
Q3 | $509K | Sell |
2,588
-60
| -2% | -$11.8K | 0.14% | 86 |
|
|
2020
Q2 | $448K | Hold |
2,648
| – | – | 0.13% | 91 |
|
|
2020
Q1 | $373K | Hold |
2,648
| – | – | 0.14% | 98 |
|
|
2019
Q4 | $479K | Hold |
2,648
| – | – | 0.15% | 104 |
|
|
2019
Q3 | $429K | Buy |
+2,648
| New | +$429K | 0.15% | 105 |
|
|
2019
Q1 | – | Sell |
-1,840
| Closed | -$254K | – | 133 |
|
|
2018
Q4 | $254K | Buy |
+1,840
| New | +$254K | 0.21% | 91 |
|