Simplicity Wealth’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 | $3.67M | Buy |
15,946
+8,046
| +102% | +$1.85M | 0.15% | 140 |
|
|
2025
Q1 | $1.87M | Buy |
7,900
+5,290
| +203% | +$1.25M | 0.15% | 159 |
|
|
2024
Q4 | $595K | Sell |
2,610
-3,720
| -59% | -$848K | 0.12% | 141 |
|
|
2024
Q3 | $1.56M | Sell |
6,330
-15,996
| -72% | -$3.94M | 0.14% | 132 |
|
|
2024
Q2 | $5.05M | Buy |
22,326
+1,027
| +5% | +$232K | 0.11% | 180 |
|
|
2024
Q1 | $5.24M | Buy |
21,299
+18,839
| +766% | +$4.63M | 0.12% | 163 |
|
|
2023
Q4 | $604K | Buy |
+2,460
| New | +$604K | 0.23% | 72 |
|