Ridgecrest 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 | $1.27M | Hold |
5,511
| – | – | 0.67% | 34 |
|
|
2025
Q1 | $1.3M | Hold |
5,511
| – | – | 0.68% | 35 |
|
|
2024
Q4 | $1.26M | Hold |
5,511
| – | – | 0.68% | 30 |
|
|
2024
Q3 | $1.36M | Buy |
5,511
+250
| +5% | +$61.6K | 0.71% | 29 |
|
|
2024
Q2 | $1.19M | Sell |
5,261
-10
| -0.2% | -$2.26K | 0.72% | 30 |
|
|
2024
Q1 | $1.3M | Buy |
5,271
+10
| +0.2% | +$2.46K | 0.77% | 30 |
|
|
2023
Q4 | $1.29M | Hold |
5,261
| – | – | 0.85% | 28 |
|
|
2023
Q3 | $1.07M | Hold |
5,261
| – | – | 0.75% | 30 |
|
|
2023
Q2 | $1.08M | Hold |
5,261
| – | – | 0.71% | 29 |
|
|
2023
Q1 | $1.06M | Hold |
5,261
| – | – | 0.75% | 31 |
|
|
2022
Q4 | $1.09M | Hold |
5,261
| – | – | 0.83% | 30 |
|
|
2022
Q3 | $1.03M | Hold |
5,261
| – | – | 0.84% | 30 |
|
|
2022
Q2 | $1.12M | Hold |
5,261
| – | – | 0.82% | 31 |
|
|
2022
Q1 | $1.44M | Sell |
5,261
-100
| -2% | -$27.3K | 0.91% | 31 |
|
|
2021
Q4 | $1.35M | Hold |
5,361
| – | – | 0.66% | 36 |
|
|
2021
Q3 | $1.05M | Sell |
5,361
-190
| -3% | -$37.2K | 0.57% | 42 |
|
|
2021
Q2 | $1.22M | Buy |
5,551
+190
| +4% | +$41.8K | 0.76% | 34 |
|
|
2021
Q1 | $1.18M | Buy |
+5,361
| New | +$1.18M | 1.13% | 28 |
|