Sage Capital 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 | $3.77M | Buy |
16,393
+102
| +0.6% | +$23.5K | 0.93% | 38 |
|
|
2025
Q1 | $3.85M | Buy |
16,291
+96
| +0.6% | +$22.7K | 1.01% | 33 |
|
|
2024
Q4 | $3.69M | Buy |
16,195
+69
| +0.4% | +$15.7K | 0.96% | 37 |
|
|
2024
Q3 | $3.97M | Buy |
+16,126
| New | +$3.97M | 1.04% | 31 |
|
|
2024
Q1 | – | Sell |
-11,575
| Closed | -$2.84M | – | 141 |
|
|
2023
Q4 | $2.84M | Buy |
11,575
+93
| +0.8% | +$22.8K | 0.92% | 39 |
|
|
2023
Q3 | $2.34M | Buy |
11,482
+1
| +0% | +$204 | 0.86% | 42 |
|
|
2023
Q2 | $2.35M | Buy |
11,481
+2,606
| +29% | +$533K | 0.82% | 42 |
|
|
2023
Q1 | $1.79M | Buy |
+8,875
| New | +$1.79M | 0.68% | 41 |
|