Stokes Family Office’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 | $1.3M | Sell |
5,630
-167
| -3% | -$38.4K | 0.14% | 112 |
|
|
2025
Q1 | $1.37M | Sell |
5,797
-1,149
| -17% | -$271K | 0.15% | 107 |
|
|
2024
Q4 | $1.58M | Sell |
6,946
-103
| -1% | -$23.5K | 0.17% | 97 |
|
|
2024
Q3 | $1.74M | Buy |
7,049
+136
| +2% | +$33.5K | 0.19% | 91 |
|
|
2024
Q2 | $1.56M | Buy |
6,913
+83
| +1% | +$18.8K | 0.18% | 97 |
|
|
2024
Q1 | $1.68M | Buy |
6,830
+901
| +15% | +$222K | 0.21% | 91 |
|
|
2023
Q4 | $1.46M | Sell |
5,929
-5,591
| -49% | -$1.37M | 0.2% | 92 |
|
|
2023
Q3 | $2.35M | Buy |
11,520
+31
| +0.3% | +$6.31K | 0.28% | 78 |
|
|
2023
Q2 | $2.35M | Buy |
11,489
+4,452
| +63% | +$911K | 0.27% | 74 |
|
|
2023
Q1 | $1.42M | Buy |
7,037
+2,877
| +69% | +$579K | 0.18% | 100 |
|
|
2022
Q4 | $861K | Sell |
4,160
-1,981
| -32% | -$410K | 0.11% | 116 |
|
|
2022
Q3 | $1.2M | Buy |
6,141
+1,037
| +20% | +$202K | 0.17% | 95 |
|
|
2022
Q2 | $1.09M | Sell |
5,104
-803
| -14% | -$171K | 0.15% | 103 |
|
|
2022
Q1 | $1.61M | Buy |
5,907
+1,926
| +48% | +$526K | 0.21% | 78 |
|
|
2021
Q4 | $1M | Buy |
3,981
+1,516
| +62% | +$382K | 0.12% | 101 |
|
|
2021
Q3 | $483K | Sell |
2,465
-79
| -3% | -$15.5K | 0.07% | 149 |
|
|
2021
Q2 | $560K | Buy |
2,544
+1,444
| +131% | +$318K | 0.08% | 132 |
|
|
2021
Q1 | $242K | Buy |
1,100
+22
| +2% | +$4.84K | 0.04% | 178 |
|
|
2020
Q4 | $224K | Buy |
1,078
+6
| +0.6% | +$1.25K | 0.04% | 159 |
|
|
2020
Q3 | $211K | Buy |
+1,072
| New | +$211K | 0.05% | 140 |
|