SMART 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 | $723K | Buy |
3,144
+1,036
| +49% | +$238K | 0.23% | 94 |
|
|
2025
Q1 | $498K | Sell |
2,108
-985
| -32% | -$233K | 0.18% | 97 |
|
|
2024
Q4 | $705K | Sell |
3,093
-614
| -17% | -$140K | 0.25% | 93 |
|
|
2024
Q3 | $914K | Sell |
3,707
-287
| -7% | -$70.7K | 0.36% | 60 |
|
|
2024
Q2 | $904K | Buy |
3,994
+129
| +3% | +$29.2K | 0.37% | 59 |
|
|
2024
Q1 | $951K | Buy |
3,865
+308
| +9% | +$75.8K | 0.43% | 48 |
|
|
2023
Q4 | $874K | Buy |
3,557
+423
| +13% | +$104K | 0.48% | 39 |
|
|
2023
Q3 | $638K | Buy |
3,134
+513
| +20% | +$104K | 0.48% | 45 |
|
|
2023
Q2 | $536K | Buy |
2,621
+997
| +61% | +$204K | 0.4% | 45 |
|
|
2023
Q1 | $327K | Sell |
1,624
-869
| -35% | -$175K | 0.29% | 55 |
|
|
2022
Q4 | $516K | Buy |
+2,493
| New | +$516K | 0.39% | 48 |
|