Spire Wealth Management’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 | $939K | Sell |
4,080
-4,250
| -51% | -$978K | 0.03% | 376 |
|
|
2025
Q1 | $1.97M | Sell |
8,330
-308
| -4% | -$72.8K | 0.06% | 268 |
|
|
2024
Q4 | $1.97M | Sell |
8,638
-6,949
| -45% | -$1.58M | 0.06% | 245 |
|
|
2024
Q3 | $3.84M | Sell |
15,587
-11,787
| -43% | -$2.91M | 0.13% | 139 |
|
|
2024
Q2 | $6.19M | Buy |
27,374
+81
| +0.3% | +$18.3K | 0.22% | 96 |
|
|
2024
Q1 | $6.71M | Buy |
27,293
+20,800
| +320% | +$5.12M | 0.12% | 123 |
|
|
2023
Q4 | $1.55M | Sell |
6,493
-17,975
| -73% | -$4.3M | 0.05% | 273 |
|
|
2023
Q3 | $4.98M | Buy |
24,468
+6,955
| +40% | +$1.42M | 0.19% | 106 |
|
|
2023
Q2 | $3.58M | Buy |
17,513
+11,031
| +170% | +$2.26M | 0.13% | 153 |
|
|
2023
Q1 | $1.3M | Buy |
6,482
+1,267
| +24% | +$255K | 0.05% | 296 |
|
|
2022
Q4 | $1.08M | Buy |
5,215
+775
| +17% | +$160K | 0.06% | 227 |
|
|
2022
Q3 | $865K | Sell |
4,440
-2,431
| -35% | -$474K | 0.05% | 234 |
|
|
2022
Q2 | $1.47M | Sell |
6,871
-48,788
| -88% | -$10.4M | 0.06% | 255 |
|
|
2022
Q1 | $15.2M | Sell |
55,659
-16,118
| -22% | -$4.41M | 0.41% | 62 |
|
|
2021
Q4 | $18.1M | Buy |
71,777
+9,592
| +15% | +$2.42M | 0.4% | 60 |
|
|
2021
Q3 | $12.2M | Sell |
62,185
-17,930
| -22% | -$3.52M | 0.32% | 87 |
|
|
2021
Q2 | $17.6M | Sell |
80,115
-9,581
| -11% | -$2.11M | 0.48% | 46 |
|
|
2021
Q1 | $19.7M | Buy |
+89,696
| New | +$19.7M | 0.52% | 36 |
|