SFM
Stack Financial Management’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5M | Sell |
49,860
-636
| -1% | -$146K | 1.01% | 38 |
|
|
2025
Q1 | $11.9M | Sell |
50,496
-285
| -0.6% | -$67.3K | 0.99% | 41 |
|
|
2024
Q4 | $11.6M | Sell |
50,781
-486
| -0.9% | -$111K | 1.06% | 37 |
|
|
2024
Q3 | $12.6M | Buy |
51,267
+982
| +2% | +$242K | 1.13% | 38 |
|
|
2024
Q2 | $11.4M | Buy |
50,285
+424
| +0.9% | +$95.9K | 1.05% | 38 |
|
|
2024
Q1 | $12.3M | Buy |
+49,861
| New | +$12.3M | 1.13% | 37 |
|