RTD Financial 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 | $348K | Sell |
1,513
-21
| -1% | -$4.83K | 0.04% | 87 |
|
|
2025
Q1 | $362K | Sell |
1,534
-55
| -3% | -$13K | 0.05% | 92 |
|
|
2024
Q4 | $362K | Sell |
1,589
-20
| -1% | -$4.56K | 0.05% | 93 |
|
|
2024
Q3 | $397K | Buy |
1,609
+21
| +1% | +$5.18K | 0.05% | 93 |
|
|
2024
Q2 | $359K | Sell |
1,588
-55
| -3% | -$12.4K | 0.05% | 94 |
|
|
2024
Q1 | $404K | Sell |
1,643
-42
| -2% | -$10.3K | 0.05% | 84 |
|
|
2023
Q4 | $414K | Sell |
1,685
-92
| -5% | -$22.6K | 0.06% | 82 |
|
|
2023
Q3 | $362K | Buy |
1,777
+1
| +0.1% | +$204 | 0.06% | 82 |
|
|
2023
Q2 | $363K | Buy |
1,776
+166
| +10% | +$34K | 0.05% | 83 |
|
|
2023
Q1 | $324K | Hold |
1,610
| – | – | 0.05% | 85 |
|
|
2022
Q4 | $333K | Sell |
1,610
-114
| -7% | -$23.6K | 0.05% | 84 |
|
|
2022
Q3 | $336K | Sell |
1,724
-42
| -2% | -$8.19K | 0.06% | 79 |
|
|
2022
Q2 | $377K | Buy |
1,766
+1
| +0.1% | +$213 | 0.06% | 86 |
|
|
2022
Q1 | $482K | Buy |
1,765
+11
| +0.6% | +$3K | 0.07% | 81 |
|
|
2021
Q4 | $442K | Buy |
+1,754
| New | +$442K | 0.06% | 84 |
|