Refined Wealth Management’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 | $555K | Buy |
2,412
+23
| +1% | +$5.29K | 0.38% | 22 |
|
|
2025
Q1 | $564K | Buy |
2,389
+13
| +0.5% | +$3.07K | 0.46% | 21 |
|
|
2024
Q4 | $542K | Buy |
2,376
+13
| +0.6% | +$2.97K | 0.41% | 21 |
|
|
2024
Q3 | $582K | Buy |
2,363
+12
| +0.5% | +$2.96K | 0.45% | 21 |
|
|
2024
Q2 | $532K | Buy |
2,351
+25
| +1% | +$5.66K | 0.41% | 21 |
|
|
2024
Q1 | $572K | Hold |
2,326
| – | – | 0.4% | 23 |
|
|
2023
Q4 | $571K | Buy |
2,326
+12
| +0.5% | +$2.95K | 0.45% | 21 |
|
|
2023
Q3 | $471K | Hold |
2,314
| – | – | 0.42% | 21 |
|
|
2023
Q2 | $473K | Buy |
2,314
+14
| +0.6% | +$2.87K | 0.39% | 21 |
|
|
2023
Q1 | $463K | Buy |
2,300
+15
| +0.7% | +$3.02K | 0.41% | 20 |
|
|
2022
Q4 | $473K | Buy |
2,285
+13
| +0.6% | +$2.69K | 0.41% | 21 |
|
|
2022
Q3 | $443K | Buy |
2,272
+15
| +0.7% | +$2.93K | 0.4% | 20 |
|
|
2022
Q2 | $481K | Buy |
2,257
+13
| +0.6% | +$2.77K | 0.43% | 20 |
|
|
2022
Q1 | $613K | Buy |
2,244
+84
| +4% | +$22.9K | 0.52% | 19 |
|
|
2021
Q4 | $544K | Buy |
2,160
+10
| +0.5% | +$2.52K | 0.42% | 19 |
|
|
2021
Q3 | $421K | Buy |
2,150
+12
| +0.6% | +$2.35K | 0.34% | 20 |
|
|
2021
Q2 | $470K | Buy |
+2,138
| New | +$470K | 0.39% | 19 |
|