SteelPeak 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 | $526K | Buy |
2,287
+125
| +6% | +$28.8K | 0.02% | 342 |
|
|
2025
Q1 | $511K | Buy |
2,162
+68
| +3% | +$16.1K | 0.02% | 325 |
|
|
2024
Q4 | $478K | Sell |
2,094
-285
| -12% | -$65K | 0.02% | 327 |
|
|
2024
Q3 | $586K | Buy |
2,379
+375
| +19% | +$92.4K | 0.03% | 279 |
|
|
2024
Q2 | $453K | Buy |
2,004
+25
| +1% | +$5.66K | 0.02% | 299 |
|
|
2024
Q1 | $487K | Sell |
1,979
-1,000
| -34% | -$246K | 0.02% | 292 |
|
|
2023
Q4 | $732K | Hold |
2,979
| – | – | 0.04% | 231 |
|
|
2023
Q3 | $607K | Sell |
2,979
-1,038
| -26% | -$211K | 0.04% | 224 |
|
|
2023
Q2 | $822K | Buy |
4,017
+648
| +19% | +$133K | 0.05% | 191 |
|
|
2023
Q1 | $678K | Sell |
3,369
-1,460
| -30% | -$294K | 0.05% | 197 |
|
|
2022
Q4 | $1,000K | Sell |
4,829
-1,135
| -19% | -$235K | 0.07% | 171 |
|
|
2022
Q3 | $1.16M | Buy |
5,964
+78
| +1% | +$15.2K | 0.09% | 155 |
|
|
2022
Q2 | $1.26M | Sell |
5,886
-512
| -8% | -$109K | 0.09% | 150 |
|
|
2022
Q1 | $1.75M | Buy |
6,398
+2,484
| +63% | +$679K | 0.1% | 122 |
|
|
2021
Q4 | $986K | Sell |
3,914
-76
| -2% | -$19.1K | 0.06% | 170 |
|
|
2021
Q3 | $782K | Buy |
3,990
+93
| +2% | +$18.2K | 0.05% | 186 |
|
|
2021
Q2 | $857K | Sell |
3,897
-2,586
| -40% | -$569K | 0.06% | 186 |
|
|
2021
Q1 | $1.43M | Sell |
6,483
-537
| -8% | -$118K | 0.11% | 122 |
|
|
2020
Q4 | $1.46M | Sell |
7,020
-1,734
| -20% | -$361K | 0.13% | 122 |
|
|
2020
Q3 | $1.72M | Buy |
8,754
+6,027
| +221% | +$1.19M | 0.18% | 94 |
|
|
2020
Q2 | $461K | Sell |
2,727
-6,021
| -69% | -$1.02M | 0.06% | 169 |
|
|
2020
Q1 | $1.23M | Buy |
8,748
+5,025
| +135% | +$709K | 0.19% | 97 |
|
|
2019
Q4 | $673K | Buy |
+3,723
| New | +$673K | 0.09% | 159 |
|