SkyOak 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 | $460K | Hold |
1,998
| – | – | 0.09% | 132 |
|
|
2025
Q1 | $472K | Hold |
1,998
| – | – | 0.1% | 121 |
|
|
2024
Q4 | $456K | Hold |
1,998
| – | – | 0.1% | 124 |
|
|
2024
Q3 | $492K | Hold |
1,998
| – | – | 0.11% | 115 |
|
|
2024
Q2 | $452K | Hold |
1,998
| – | – | 0.11% | 127 |
|
|
2024
Q1 | $491K | Hold |
1,998
| – | – | 0.12% | 125 |
|
|
2023
Q4 | $491K | Hold |
1,998
| – | – | 0.13% | 123 |
|
|
2023
Q3 | $407K | Sell |
1,998
-738
| -27% | -$150K | 0.12% | 128 |
|
|
2023
Q2 | $560K | Sell |
2,736
-600
| -18% | -$123K | 0.16% | 111 |
|
|
2023
Q1 | $671K | Sell |
3,336
-280
| -8% | -$56.4K | 0.2% | 97 |
|
|
2022
Q4 | $749K | Sell |
3,616
-900
| -20% | -$186K | 0.25% | 86 |
|
|
2022
Q3 | $880K | Sell |
4,516
-564
| -11% | -$110K | 0.32% | 75 |
|
|
2022
Q2 | $1.08M | Sell |
5,080
-52
| -1% | -$11.1K | 0.37% | 70 |
|
|
2022
Q1 | $1.4M | Buy |
5,132
+500
| +11% | +$137K | 0.39% | 68 |
|
|
2021
Q4 | $1.17M | Hold |
4,632
| – | – | 0.3% | 79 |
|
|
2021
Q3 | $908K | Buy |
4,632
+400
| +9% | +$78.4K | 0.24% | 89 |
|
|
2021
Q2 | $931K | Sell |
4,232
-146
| -3% | -$32.1K | 0.25% | 87 |
|
|
2021
Q1 | $990K | Hold |
4,378
| – | – | 0.28% | 80 |
|
|
2020
Q4 | $912K | Sell |
4,378
-40
| -0.9% | -$8.33K | 0.28% | 89 |
|
|
2020
Q3 | $870K | Hold |
4,418
| – | – | 0.31% | 80 |
|
|
2020
Q2 | $747K | Sell |
4,418
-6
| -0.1% | -$1.01K | 0.28% | 86 |
|
|
2020
Q1 | $624K | Sell |
4,424
-2
| -0% | -$282 | 0.32% | 76 |
|
|
2019
Q4 | $800K | Buy |
+4,426
| New | +$800K | 0.25% | 88 |
|