SDAM
Shulman DeMeo Asset Management’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $372K | Sell |
1,616
-92
| -5% | -$21.2K | 0.09% | 80 |
|
|
2025
Q1 | $404K | Buy |
1,708
+31
| +2% | +$7.32K | 0.11% | 75 |
|
|
2024
Q4 | $382K | Sell |
1,677
-276
| -14% | -$62.9K | 0.1% | 78 |
|
|
2024
Q3 | $481K | Buy |
1,953
+5
| +0.3% | +$1.23K | 0.12% | 74 |
|
|
2024
Q2 | $441K | Buy |
1,948
+53
| +3% | +$12K | 0.12% | 71 |
|
|
2024
Q1 | $466K | Sell |
1,895
-65
| -3% | -$16K | 0.12% | 74 |
|
|
2023
Q4 | $481K | Sell |
1,960
-137
| -7% | -$33.7K | 0.14% | 66 |
|
|
2023
Q3 | $427K | Sell |
2,097
-62
| -3% | -$12.6K | 0.14% | 66 |
|
|
2023
Q2 | $442K | Buy |
2,159
+38
| +2% | +$7.78K | 0.13% | 68 |
|
|
2023
Q1 | $427K | Sell |
2,121
-20
| -0.9% | -$4.03K | 0.13% | 74 |
|
|
2022
Q4 | $443K | Buy |
2,141
+7
| +0.3% | +$1.45K | 0.15% | 71 |
|
|
2022
Q3 | $416K | Sell |
2,134
-8
| -0.4% | -$1.56K | 0.15% | 66 |
|
|
2022
Q2 | $457K | Buy |
2,142
+4
| +0.2% | +$853 | 0.15% | 66 |
|
|
2022
Q1 | $584K | Buy |
2,138
+139
| +7% | +$38K | 0.16% | 58 |
|
|
2021
Q4 | $504K | Buy |
1,999
+155
| +8% | +$39.1K | 0.13% | 71 |
|
|
2021
Q3 | $361K | Buy |
+1,844
| New | +$361K | 0.31% | 53 |
|
|
2021
Q2 | – | Sell |
-1,770
| Closed | -$390K | – | 133 |
|
|
2021
Q1 | $390K | Buy |
1,770
+92
| +5% | +$20.3K | 0.11% | 88 |
|
|
2020
Q4 | $349K | Buy |
1,678
+529
| +46% | +$110K | 0.1% | 97 |
|
|
2020
Q3 | $226K | Buy |
+1,149
| New | +$226K | 0.08% | 100 |
|