Quotient 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 | $731K | Sell |
3,176
-905
| -22% | -$208K | 0.02% | 145 |
|
|
2025
Q1 | $964K | Sell |
4,081
-159
| -4% | -$37.6K | 0.03% | 112 |
|
|
2024
Q4 | $967K | Buy |
4,240
+21
| +0.5% | +$4.79K | 0.03% | 103 |
|
|
2024
Q3 | $1.04M | Buy |
4,219
+233
| +6% | +$57.4K | 0.03% | 105 |
|
|
2024
Q2 | $902K | Buy |
3,986
+772
| +24% | +$175K | 0.03% | 113 |
|
|
2024
Q1 | $790K | Sell |
3,214
-83
| -3% | -$20.4K | 0.03% | 127 |
|
|
2023
Q4 | $810K | Buy |
+3,297
| New | +$810K | 0.03% | 138 |
|