Rise 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 | $119K | Sell |
516
-119
| -19% | -$27.4K | 0.05% | 133 |
|
|
2025
Q1 | $150K | Sell |
635
-10
| -2% | -$2.36K | 0.07% | 111 |
|
|
2024
Q4 | $147K | Sell |
645
-74
| -10% | -$16.9K | 0.07% | 105 |
|
|
2024
Q3 | $177K | Sell |
719
-16
| -2% | -$3.94K | 0.08% | 104 |
|
|
2024
Q2 | $166K | Sell |
735
-326
| -31% | -$73.8K | 0.09% | 105 |
|
|
2024
Q1 | $261K | Buy |
1,061
+348
| +49% | +$85.6K | 0.14% | 75 |
|
|
2023
Q4 | $175K | Buy |
713
+57
| +9% | +$14K | 0.12% | 74 |
|
|
2023
Q3 | $134K | Buy |
656
+39
| +6% | +$7.94K | 0.11% | 80 |
|
|
2023
Q2 | $126K | Buy |
617
+4
| +0.7% | +$818 | 0.1% | 90 |
|
|
2023
Q1 | $123K | Buy |
613
+4
| +0.7% | +$805 | 0.09% | 90 |
|
|
2022
Q4 | $126K | Buy |
609
+1
| +0.2% | +$207 | 0.1% | 84 |
|
|
2022
Q3 | $119K | Buy |
608
+299
| +97% | +$58.5K | 0.1% | 85 |
|
|
2022
Q2 | $66K | Sell |
309
-8
| -3% | -$1.71K | 0.07% | 120 |
|
|
2022
Q1 | $87K | Sell |
317
-3
| -0.9% | -$823 | 0.08% | 110 |
|
|
2021
Q4 | $80.7K | Buy |
+320
| New | +$80.7K | 0.08% | 107 |
|