SWK
Stephen W. Kidder’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $944K | Sell |
4,104
-11
| -0.3% | -$2.53K | 0.28% | 44 |
|
|
2025
Q1 | $972K | Hold |
4,115
| – | – | 0.3% | 41 |
|
|
2024
Q4 | $938K | Hold |
4,115
| – | – | 0.28% | 41 |
|
|
2024
Q3 | $1.01M | Sell |
4,115
-555
| -12% | -$137K | 0.3% | 38 |
|
|
2024
Q2 | $1.06M | Sell |
4,670
-50
| -1% | -$11.3K | 0.33% | 41 |
|
|
2024
Q1 | $1.16M | Sell |
4,720
-300
| -6% | -$73.8K | 0.37% | 41 |
|
|
2023
Q4 | $1.23M | Sell |
5,020
-45
| -0.9% | -$11.1K | 0.4% | 40 |
|
|
2023
Q3 | $1.03M | Sell |
5,065
-280
| -5% | -$57K | 0.36% | 42 |
|
|
2023
Q2 | $1.09M | Sell |
5,345
-25
| -0.5% | -$5.12K | 0.36% | 43 |
|
|
2023
Q1 | $1.08M | Sell |
5,370
-40
| -0.7% | -$8.05K | 0.38% | 42 |
|
|
2022
Q4 | $1.12M | Buy |
5,410
+4,000
| +284% | +$828K | 0.41% | 40 |
|
|
2022
Q3 | $275K | Sell |
1,410
-5
| -0.4% | -$975 | 0.11% | 57 |
|
|
2022
Q2 | $302K | Hold |
1,415
| – | – | 0.12% | 59 |
|
|
2022
Q1 | $387K | Sell |
1,415
-10
| -0.7% | -$2.74K | 0.13% | 56 |
|
|
2021
Q4 | $358K | Hold |
1,425
| – | – | 0.11% | 54 |
|
|
2021
Q3 | $279K | Hold |
1,425
| – | – | 0.09% | 65 |
|
|
2021
Q2 | $313K | Hold |
1,425
| – | – | 0.1% | 62 |
|
|
2021
Q1 | $314K | Sell |
1,425
-97
| -6% | -$21.4K | 0.1% | 62 |
|
|
2020
Q4 | $316K | Sell |
1,522
-438
| -22% | -$90.9K | 0.11% | 60 |
|
|
2020
Q3 | $385K | Sell |
1,960
-75
| -4% | -$14.7K | 0.14% | 58 |
|
|
2020
Q2 | $344K | Hold |
2,035
| – | – | 0.13% | 56 |
|
|
2020
Q1 | $288K | Sell |
2,035
-374
| -16% | -$52.9K | 0.13% | 57 |
|
|
2019
Q4 | $436K | Sell |
2,409
-38
| -2% | -$6.88K | 0.16% | 55 |
|
|
2019
Q3 | $396K | Buy |
2,447
+335
| +16% | +$54.2K | 0.16% | 55 |
|
|
2019
Q2 | $357K | Buy |
2,112
+418
| +25% | +$70.7K | 0.14% | 56 |
|
|
2019
Q1 | $284K | Sell |
1,694
-55
| -3% | -$9.22K | 0.12% | 63 |
|
|
2018
Q4 | $242K | Sell |
1,749
-1,443
| -45% | -$200K | 0.11% | 70 |
|
|
2018
Q3 | $520K | Sell |
3,192
-85
| -3% | -$13.8K | 0.19% | 58 |
|
|
2018
Q2 | $464K | Sell |
3,277
-118
| -3% | -$16.7K | 0.18% | 63 |
|
|
2018
Q1 | $457K | Sell |
3,395
-407
| -11% | -$54.8K | 0.17% | 65 |
|
|
2017
Q4 | $510K | Buy |
3,802
+800
| +27% | +$107K | 0.18% | 64 |
|
|
2017
Q3 | $348K | Sell |
3,002
-150
| -5% | -$17.4K | 0.13% | 72 |
|
|
2017
Q2 | $344K | Sell |
3,152
-112
| -3% | -$12.2K | 0.13% | 74 |
|
|
2017
Q1 | $345K | Sell |
3,264
-188
| -5% | -$19.9K | 0.13% | 74 |
|
|
2016
Q4 | $359K | Sell |
3,452
-302
| -8% | -$31.4K | 0.15% | 73 |
|
|
2016
Q3 | $366K | Sell |
3,754
-1,300
| -26% | -$127K | 0.15% | 74 |
|
|
2016
Q2 | $442K | Hold |
5,054
| – | – | 0.18% | 74 |
|
|
2016
Q1 | $403K | Hold |
5,054
| – | – | 0.16% | 73 |
|
|
2015
Q4 | $395K | Hold |
5,054
| – | – | 0.17% | 73 |
|
|
2015
Q3 | $447K | Hold |
5,054
| – | – | 0.22% | 63 |
|
|
2015
Q2 | $481K | Sell |
5,054
-175
| -3% | -$16.7K | 0.22% | 62 |
|
|
2015
Q1 | $566K | Hold |
5,229
| – | – | 0.24% | 63 |
|
|
2014
Q4 | $623K | Sell |
5,229
-400
| -7% | -$47.7K | 0.27% | 64 |
|
|
2014
Q3 | $610K | Buy |
5,629
+925
| +20% | +$100K | 0.28% | 62 |
|
|
2014
Q2 | $469K | Buy |
4,704
+2,352
| +100% | +$235K | 0.31% | 51 |
|
|
2014
Q1 | $442K | Sell |
2,352
-40
| -2% | -$7.52K | 0.3% | 50 |
|
|
2013
Q4 | $402K | Hold |
2,392
| – | – | 0.28% | 51 |
|
|
2013
Q3 | $372K | Sell |
2,392
-26
| -1% | -$4.04K | 0.29% | 51 |
|
|
2013
Q2 | $373K | Buy |
+2,418
| New | +$373K | 0.3% | 53 |
|