SS&H Financial Advisors’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 | $3.62M | Sell |
15,738
-2,000
| -11% | -$460K | 1.21% | 20 |
|
|
2025
Q1 | $4.19M | Hold |
17,738
| – | – | 1.56% | 14 |
|
|
2024
Q4 | $4.05M | Hold |
17,738
| – | – | 1.47% | 14 |
|
|
2024
Q3 | $4.37M | Hold |
17,738
| – | – | 1.59% | 14 |
|
|
2024
Q2 | $4.01M | Hold |
17,738
| – | – | 1.57% | 15 |
|
|
2024
Q1 | $4.36M | Hold |
17,738
| – | – | 1.82% | 14 |
|
|
2023
Q4 | $4.36M | Hold |
17,738
| – | – | 1.85% | 14 |
|
|
2023
Q3 | $3.61M | Buy |
+17,738
| New | +$3.61M | 1.69% | 15 |
|
|
2023
Q1 | $3.57M | Hold |
17,738
| – | – | 1.64% | 18 |
|
|
2022
Q4 | $3.67M | Hold |
17,738
| – | – | 1.75% | 14 |
|
|
2022
Q3 | $3.46M | Hold |
17,738
| – | – | 1.79% | 15 |
|
|
2022
Q2 | $3.78M | Hold |
17,738
| – | – | 1.75% | 15 |
|
|
2022
Q1 | $4.85M | Buy |
+17,738
| New | +$4.85M | 1.89% | 12 |
|