Richwood Investment 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 | $469K | Hold |
2,038
| – | – | 0.39% | 59 |
|
|
2025
Q1 | $481K | Sell |
2,038
-97
| -5% | -$22.9K | 0.41% | 62 |
|
|
2024
Q4 | $487K | Buy |
2,135
+202
| +10% | +$46.1K | 0.41% | 61 |
|
|
2024
Q3 | $476K | Sell |
1,933
-34
| -2% | -$8.38K | 0.39% | 67 |
|
|
2024
Q2 | $445K | Buy |
1,967
+170
| +9% | +$38.5K | 0.39% | 66 |
|
|
2024
Q1 | $442K | Sell |
1,797
-130
| -7% | -$32K | 0.39% | 65 |
|
|
2023
Q4 | $473K | Hold |
1,927
| – | – | 0.44% | 62 |
|
|
2023
Q3 | $392K | Sell |
1,927
-65
| -3% | -$13.2K | 0.4% | 69 |
|
|
2023
Q2 | $408K | Sell |
1,992
-325
| -14% | -$66.5K | 0.4% | 68 |
|
|
2023
Q1 | $466K | Sell |
2,317
-110
| -5% | -$22.1K | 0.47% | 62 |
|
|
2022
Q4 | $503K | Sell |
2,427
-172
| -7% | -$35.6K | 0.51% | 54 |
|
|
2022
Q3 | $506K | Buy |
2,599
+45
| +2% | +$8.76K | 0.56% | 50 |
|
|
2022
Q2 | $545K | Buy |
2,554
+168
| +7% | +$35.9K | 0.55% | 51 |
|
|
2022
Q1 | $652K | Buy |
2,386
+616
| +35% | +$168K | 0.58% | 48 |
|
|
2021
Q4 | $446K | Buy |
+1,770
| New | +$446K | 0.39% | 66 |
|