Sage Financial Management Group’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 | $498K | Hold |
2,165
| – | – | 0.17% | 33 |
|
|
2025
Q1 | $511K | Sell |
2,165
-230
| -10% | -$54.3K | 0.19% | 35 |
|
|
2024
Q4 | $546K | Hold |
2,395
| – | – | 0.2% | 34 |
|
|
2024
Q3 | $590K | Buy |
+2,395
| New | +$590K | 0.23% | 33 |
|
|
2024
Q2 | – | Sell |
-2,400
| Closed | -$590K | – | 44 |
|
|
2024
Q1 | $590K | Buy |
2,400
+1,200
| +100% | +$295K | 0.28% | 33 |
|
|
2023
Q4 | $295K | Buy |
+1,200
| New | +$295K | 0.16% | 39 |
|