SimplyRich’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	$897K	Sell	3,901 -35	-0.9%	-$8.05K	0.25%	89
2025 Q1	$929K	Sell	3,936 -23	-0.6%	-$5.43K	0.27%	87
2024 Q4	$902K	Hold	3,959	–	–	0.26%	89
2024 Q3	$975K	Hold	3,959	–	–	0.27%	89
2024 Q2	$895K	Hold	3,959	–	–	0.28%	81
2024 Q1	$974K	Hold	3,959	–	–	0.31%	81
2023 Q4	$972K	Hold	3,959	–	–	0.33%	78
2023 Q3	$806K	Hold	3,959	–	–	0.39%	73
2023 Q2	$810K	Hold	3,959	–	–	0.29%	88
2023 Q1	$796K	Sell	3,959 -47	-1%	-$9.45K	0.3%	90
2022 Q4	$829K	Sell	4,006 -352	-8%	-$72.8K	0.33%	81
2022 Q3	$849K	Hold	4,358	–	–	0.38%	71
2022 Q2	$929K	Hold	4,358	–	–	0.39%	70
2022 Q1	$1.19M	Hold	4,358	–	–	0.42%	62
2021 Q4	$1.1M	Hold	4,358	–	–	0.36%	72
2021 Q3	$854K	Hold	4,358	–	–	0.31%	85
2021 Q2	$958K	Buy	4,358 +47	+1%	+$10.3K	0.44%	68
2021 Q1	$950K	Hold	4,311	–	–	0.38%	72
2020 Q4	$898K	Hold	4,311	–	–	0.4%	61
2020 Q3	$849K	Hold	4,311	–	–	0.43%	59
2020 Q2	$714K	Hold	4,311	–	–	0.39%	66
2020 Q1	$604K	Sell	4,311 -268	-6%	-$37.5K	0.4%	66
2019 Q4	$825K	Hold	4,579	–	–	0.41%	70
2019 Q3	$745K	Hold	4,579	–	–	0.41%	74
2019 Q2	$774K	Buy	+4,579	New	+$774K	0.43%	67
2018 Q4	–	Sell	-4,579	Closed	-$746K	–	140
2018 Q3	$746K	Hold	4,579	–	–	0.41%	78
2018 Q2	$649K	Hold	4,579	–	–	0.37%	89
2018 Q1	$616K	Sell	4,579 -174	-4%	-$23.4K	0.34%	96
2017 Q4	$937K	Buy	+4,753	New	+$937K	0.52%	61