Quantum 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 | $290K | Sell |
1,260
-15
| -1% | -$3.45K | 0.04% | 134 |
|
|
2025
Q1 | $301K | Sell |
1,275
-2
| -0.2% | -$472 | 0.04% | 119 |
|
|
2024
Q4 | $291K | Sell |
1,277
-70
| -5% | -$16K | 0.04% | 130 |
|
|
2024
Q3 | $332K | Hold |
1,347
| – | – | 0.05% | 119 |
|
|
2024
Q2 | $305K | Sell |
1,347
-24
| -2% | -$5.43K | 0.05% | 117 |
|
|
2024
Q1 | $337K | Buy |
1,371
+91
| +7% | +$22.4K | 0.06% | 104 |
|
|
2023
Q4 | $314K | Hold |
1,280
| – | – | 0.08% | 77 |
|
|
2023
Q3 | $261K | Hold |
1,280
| – | – | 0.08% | 87 |
|
|
2023
Q2 | $262K | Hold |
1,280
| – | – | 0.08% | 69 |
|
|
2023
Q1 | $258K | Hold |
1,280
| – | – | 0.08% | 75 |
|
|
2022
Q4 | $265K | Buy |
1,280
+10
| +0.8% | +$2.07K | 0.12% | 63 |
|
|
2022
Q3 | $247K | Hold |
1,270
| – | – | 0.11% | 60 |
|
|
2022
Q2 | $299K | Buy |
+1,270
| New | +$299K | 0.11% | 58 |
|