Stockman Wealth Management’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 | $317K | Sell |
1,378
-128
| -8% | -$29.5K | 0.04% | 133 |
|
|
2025
Q1 | $356K | Buy |
1,506
+330
| +28% | +$78K | 0.05% | 122 |
|
|
2024
Q4 | $268K | Sell |
1,176
-3
| -0.3% | -$684 | 0.04% | 144 |
|
|
2024
Q3 | $291K | Buy |
1,179
+12
| +1% | +$2.96K | 0.05% | 147 |
|
|
2024
Q2 | $264K | Hold |
1,167
| – | – | 0.05% | 148 |
|
|
2024
Q1 | $287K | Buy |
1,167
+53
| +5% | +$13K | 0.05% | 142 |
|
|
2023
Q4 | $274K | Sell |
1,114
-139
| -11% | -$34.1K | 0.05% | 139 |
|
|
2023
Q3 | $255K | Buy |
1,253
+139
| +12% | +$28.3K | 0.06% | 153 |
|
|
2023
Q2 | $228K | Sell |
1,114
-118
| -10% | -$24.1K | 0.05% | 173 |
|
|
2023
Q1 | $248K | Sell |
1,232
-29
| -2% | -$5.84K | 0.06% | 177 |
|
|
2022
Q4 | $261K | Hold |
1,261
| – | – | 0.06% | 166 |
|
|
2022
Q3 | $246K | Buy |
1,261
+7
| +0.6% | +$1.37K | 0.07% | 159 |
|
|
2022
Q2 | $267K | Buy |
1,254
+32
| +3% | +$6.81K | 0.07% | 158 |
|
|
2022
Q1 | $334K | Sell |
1,222
-335
| -22% | -$91.6K | 0.07% | 147 |
|
|
2021
Q4 | $392K | Sell |
1,557
-40
| -3% | -$10.1K | 0.08% | 142 |
|
|
2021
Q3 | $313K | Hold |
1,597
| – | – | 0.07% | 151 |
|
|
2021
Q2 | $351K | Sell |
1,597
-150
| -9% | -$33K | 0.08% | 143 |
|
|
2021
Q1 | $385K | Hold |
1,747
| – | – | 0.11% | 123 |
|
|
2020
Q4 | $364K | Buy |
1,747
+360
| +26% | +$75K | 0.11% | 120 |
|
|
2020
Q3 | $273K | Sell |
1,387
-65
| -4% | -$12.8K | 0.1% | 127 |
|
|
2020
Q2 | $245K | Sell |
1,452
-42
| -3% | -$7.09K | 0.09% | 130 |
|
|
2020
Q1 | $211K | Sell |
1,494
-39
| -3% | -$5.51K | 0.09% | 131 |
|
|
2019
Q4 | $277K | Sell |
1,533
-129
| -8% | -$23.3K | 0.1% | 140 |
|
|
2019
Q3 | $269K | Sell |
1,662
-70
| -4% | -$11.3K | 0.1% | 136 |
|
|
2019
Q2 | $293K | Sell |
1,732
-155
| -8% | -$26.2K | 0.12% | 125 |
|
|
2019
Q1 | $316K | Sell |
1,887
-280
| -13% | -$46.9K | 0.14% | 110 |
|
|
2018
Q4 | $300K | Sell |
2,167
-285
| -12% | -$39.5K | 0.14% | 111 |
|
|
2018
Q3 | $399K | Buy |
2,452
+479
| +24% | +$77.9K | 0.17% | 98 |
|
|
2018
Q2 | $280K | Sell |
1,973
-333
| -14% | -$47.3K | 0.13% | 113 |
|
|
2018
Q1 | $310K | Buy |
2,306
+270
| +13% | +$36.3K | 0.14% | 110 |
|
|
2017
Q4 | $273K | Buy |
2,036
+150
| +8% | +$20.1K | 0.12% | 120 |
|
|
2017
Q3 | $219K | Buy |
+1,886
| New | +$219K | 0.1% | 132 |
|
|
2016
Q1 | – | Sell |
-3,070
| Closed | -$240K | – | 80 |
|
|
2015
Q4 | $240K | Sell |
3,070
-50
| -2% | -$3.91K | 0.19% | 71 |
|
|
2015
Q3 | $276K | Buy |
+3,120
| New | +$276K | 0.24% | 72 |
|