Stiles Financial Services’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 | $820K | Buy |
3,562
+599
| +20% | +$138K | 0.28% | 89 |
|
|
2025
Q1 | $700K | Buy |
2,963
+48
| +2% | +$11.3K | 0.27% | 92 |
|
|
2024
Q4 | $664K | Buy |
2,915
+666
| +30% | +$152K | 0.24% | 97 |
|
|
2024
Q3 | $555K | Buy |
2,249
+42
| +2% | +$10.4K | 0.2% | 104 |
|
|
2024
Q2 | $500K | Buy |
2,207
+337
| +18% | +$76.3K | 0.19% | 100 |
|
|
2024
Q1 | $460K | Buy |
1,870
+325
| +21% | +$79.9K | 0.18% | 109 |
|
|
2023
Q4 | $380K | Buy |
+1,545
| New | +$380K | 0.17% | 118 |
|
|
2023
Q3 | – | Sell |
-979
| Closed | -$200K | – | 196 |
|
|
2023
Q2 | $200K | Buy |
+979
| New | +$200K | 0.1% | 184 |
|