Richard C. Young & Co’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 | $10.8M | Buy |
46,952
+320
| +0.7% | +$73.6K | 1.07% | 43 |
|
2025
Q1 | $11M | Buy |
46,632
+521
| +1% | +$123K | 1.18% | 41 |
|
2024
Q4 | $10.5M | Buy |
46,111
+301
| +0.7% | +$68.6K | 1.15% | 40 |
|
2024
Q3 | $11.3M | Buy |
45,810
+627
| +1% | +$155K | 1.23% | 45 |
|
2024
Q2 | $10.2M | Buy |
45,183
+850
| +2% | +$192K | 1.24% | 45 |
|
2024
Q1 | $10.9M | Buy |
44,333
+630
| +1% | +$155K | 1.37% | 42 |
|
2023
Q4 | $10.7M | Buy |
43,703
+2,447
| +6% | +$601K | 1.44% | 39 |
|
2023
Q3 | $8.4M | Buy |
41,256
+1,160
| +3% | +$236K | 1.2% | 41 |
|
2023
Q2 | $8.2M | Buy |
40,096
+2,530
| +7% | +$518K | 1.13% | 43 |
|
2023
Q1 | $7.56M | Buy |
37,566
+2,391
| +7% | +$481K | 1.04% | 45 |
|
2022
Q4 | $7.28M | Buy |
35,175
+829
| +2% | +$172K | 0.97% | 44 |
|
2022
Q3 | $6.69M | Buy |
34,346
+784
| +2% | +$153K | 1.02% | 45 |
|
2022
Q2 | $7.16M | Buy |
33,562
+1,877
| +6% | +$400K | 0.93% | 48 |
|
2022
Q1 | $8.66M | Buy |
31,685
+1,371
| +5% | +$375K | 1.11% | 43 |
|
2021
Q4 | $7.64M | Buy |
30,314
+622
| +2% | +$157K | 0.96% | 45 |
|
2021
Q3 | $5.82M | Buy |
29,692
+2,170
| +8% | +$425K | 0.8% | 52 |
|
2021
Q2 | $6.43M | Hold |
27,522
| – | – | 0.82% | 54 |
|
2021
Q1 | $6.07M | Buy |
27,522
+2,022
| +8% | +$446K | 0.81% | 54 |
|
2020
Q4 | $5.31M | Buy |
25,500
+962
| +4% | +$200K | 0.81% | 52 |
|
2020
Q3 | $4.83M | Buy |
24,538
+1,006
| +4% | +$198K | 0.78% | 50 |
|
2020
Q2 | $3.98M | Buy |
23,532
+657
| +3% | +$111K | 0.66% | 53 |
|
2020
Q1 | $3.23M | Buy |
22,875
+1,774
| +8% | +$250K | 0.63% | 53 |
|
2019
Q4 | $3.82M | Buy |
21,101
+1,207
| +6% | +$218K | 0.64% | 54 |
|
2019
Q3 | $3.22M | Buy |
19,894
+1,613
| +9% | +$261K | 0.58% | 54 |
|
2019
Q2 | $3.09M | Buy |
18,281
+1,742
| +11% | +$295K | 0.59% | 52 |
|
2019
Q1 | $2.77M | Buy |
16,539
+2,483
| +18% | +$415K | 0.53% | 56 |
|
2018
Q4 | $1.94M | Buy |
14,056
+1,402
| +11% | +$194K | 0.41% | 58 |
|
2018
Q3 | $2.06M | Buy |
12,654
+1,469
| +13% | +$239K | 0.39% | 54 |
|
2018
Q2 | $1.59M | Buy |
11,185
+5,543
| +98% | +$785K | 0.32% | 55 |
|
2018
Q1 | $758K | Buy |
5,642
+1,616
| +40% | +$217K | 0.15% | 58 |
|
2017
Q4 | $540K | Buy |
4,026
+1,922
| +91% | +$258K | 0.1% | 59 |
|
2017
Q3 | $244K | Buy |
+2,104
| New | +$244K | 0.05% | 63 |
|