Strategic Family Wealth Counselors’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 | $542K | Sell |
2,355
-16
| -0.7% | -$3.68K | 0.15% | 88 |
|
|
2025
Q1 | $560K | Buy |
2,371
+1
| +0% | +$236 | 0.18% | 80 |
|
|
2024
Q4 | $540K | Buy |
2,370
+16
| +0.7% | +$3.65K | 0.18% | 78 |
|
|
2024
Q3 | $580K | Buy |
2,354
+11
| +0.5% | +$2.71K | 0.2% | 72 |
|
|
2024
Q2 | $530K | Hold |
2,343
| – | – | 0.2% | 69 |
|
|
2024
Q1 | $576K | Hold |
2,343
| – | – | 0.23% | 61 |
|
|
2023
Q4 | $575K | Hold |
2,343
| – | – | 0.24% | 60 |
|
|
2023
Q3 | $477K | Sell |
2,343
-2
| -0.1% | -$407 | 0.23% | 57 |
|
|
2023
Q2 | $480K | Hold |
2,345
| – | – | 0.22% | 58 |
|
|
2023
Q1 | $472K | Buy |
2,345
+4
| +0.2% | +$805 | 0.22% | 54 |
|
|
2022
Q4 | $485K | Sell |
2,341
-2
| -0.1% | -$414 | 0.24% | 59 |
|
|
2022
Q3 | $456K | Buy |
2,343
+6
| +0.3% | +$1.17K | 0.22% | 55 |
|
|
2022
Q2 | $498K | Buy |
2,337
+717
| +44% | +$153K | 0.24% | 53 |
|
|
2022
Q1 | $443K | Hold |
1,620
| – | – | 0.18% | 63 |
|
|
2021
Q4 | $408K | Sell |
1,620
-540
| -25% | -$136K | 0.13% | 70 |
|
|
2021
Q3 | $423K | Hold |
2,160
| – | – | 0.14% | 58 |
|
|
2021
Q2 | $475K | Hold |
2,160
| – | – | 0.16% | 54 |
|
|
2021
Q1 | $476K | Hold |
2,160
| – | – | 0.18% | 52 |
|
|
2020
Q4 | $450K | Hold |
2,160
| – | – | 0.23% | 51 |
|
|
2020
Q3 | $425K | Hold |
2,160
| – | – | 0.24% | 48 |
|
|
2020
Q2 | $365K | Sell |
2,160
-8
| -0.4% | -$1.35K | 0.23% | 54 |
|
|
2020
Q1 | $306K | Sell |
2,168
-637
| -23% | -$89.9K | 0.23% | 52 |
|
|
2019
Q4 | $507K | Hold |
2,805
| – | – | 0.41% | 39 |
|
|
2019
Q3 | $454K | Buy |
2,805
+105
| +4% | +$17K | 0.34% | 43 |
|
|
2019
Q2 | $457K | Sell |
2,700
-190
| -7% | -$32.2K | 0.35% | 41 |
|
|
2019
Q1 | $483K | Hold |
2,890
| – | – | 0.39% | 39 |
|
|
2018
Q4 | $399K | Buy |
+2,890
| New | +$399K | 0.45% | 38 |
|