Resonant Capital 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 | $573K | Buy |
2,491
+450
| +22% | +$104K | 0.04% | 219 |
|
|
2025
Q1 | $482K | Buy |
2,041
+110
| +6% | +$26K | 0.03% | 219 |
|
|
2024
Q4 | $440K | Sell |
1,931
-59
| -3% | -$13.5K | 0.03% | 222 |
|
|
2024
Q3 | $490K | Buy |
1,990
+294
| +17% | +$72.5K | 0.04% | 213 |
|
|
2024
Q2 | $384K | Sell |
1,696
-37
| -2% | -$8.37K | 0.03% | 228 |
|
|
2024
Q1 | $426K | Buy |
1,733
+291
| +20% | +$71.6K | 0.04% | 215 |
|
|
2023
Q4 | $354K | Buy |
1,442
+44
| +3% | +$10.8K | 0.03% | 210 |
|
|
2023
Q3 | $285K | Buy |
1,398
+325
| +30% | +$66.2K | 0.03% | 221 |
|
|
2023
Q2 | $220K | Buy |
+1,073
| New | +$220K | 0.02% | 247 |
|
|
2023
Q1 | – | Sell |
-1,639
| Closed | -$339K | – | 266 |
|
|
2022
Q4 | $339K | Buy |
+1,639
| New | +$339K | 0.04% | 196 |
|
|
2020
Q3 | – | Sell |
-1,291
| Closed | -$218K | – | 180 |
|
|
2020
Q2 | $218K | Sell |
1,291
-347
| -21% | -$58.6K | 0.06% | 167 |
|
|
2020
Q1 | $231K | Sell |
1,638
-100
| -6% | -$14.1K | 0.08% | 173 |
|
|
2019
Q4 | $314K | Buy |
+1,738
| New | +$314K | 0.1% | 172 |
|