Spectrum Wealth Counsel’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $126K | Hold |
532
| – | – | 0.02% | 135 |
|
2024
Q4 | $121K | Hold |
532
| – | – | 0.01% | 137 |
|
2024
Q3 | $131K | Sell |
532
-748
| -58% | -$184K | 0.02% | 134 |
|
2024
Q2 | $290K | Sell |
1,280
-221
| -15% | -$50K | 0.04% | 112 |
|
2024
Q1 | $369K | Sell |
1,501
-7
| -0.5% | -$1.72K | 0.05% | 113 |
|
2023
Q4 | $370K | Buy |
+1,508
| New | +$370K | 0.05% | 106 |
|