Strategic Wealth Partners’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 | $8.59M | Buy |
+37,349
| New | +$8.59M | 0.68% | 51 |
|
|
2024
Q4 | $9.86M | Buy |
39,281
+32,863
| +512% | +$8.25M | 0.82% | 37 |
|
|
2024
Q3 | $1.58M | Sell |
6,418
-2,587
| -29% | -$638K | 0.15% | 110 |
|
|
2024
Q2 | $2.04M | Sell |
9,005
-64
| -0.7% | -$14.5K | 0.21% | 90 |
|
|
2024
Q1 | $2.23M | Sell |
9,069
-2,909
| -24% | -$715K | 0.24% | 91 |
|
|
2023
Q4 | $2.94M | Hold |
11,978
| – | – | 0.36% | 85 |
|
|
2023
Q3 | $2.44M | Sell |
11,978
-2,226
| -16% | -$453K | 0.32% | 90 |
|
|
2023
Q2 | $2.91M | Buy |
14,204
+11,810
| +493% | +$2.42M | 0.38% | 81 |
|
|
2023
Q1 | $482K | Sell |
2,394
-238
| -9% | -$47.9K | 0.07% | 178 |
|
|
2022
Q4 | $545K | Buy |
2,632
+248
| +10% | +$51.4K | 0.1% | 166 |
|
|
2022
Q3 | $464K | Buy |
2,384
+546
| +30% | +$106K | 0.1% | 181 |
|
|
2022
Q2 | $392K | Sell |
1,838
-672
| -27% | -$143K | 0.08% | 177 |
|
|
2022
Q1 | $686K | Sell |
2,510
-1,683
| -40% | -$460K | 0.13% | 156 |
|
|
2021
Q4 | $1.06M | Sell |
4,193
-63
| -1% | -$15.9K | 0.2% | 138 |
|
|
2021
Q3 | $834K | Buy |
4,256
+138
| +3% | +$27K | 0.24% | 109 |
|
|
2021
Q2 | $905K | Buy |
4,118
+3,014
| +273% | +$662K | 0.3% | 90 |
|
|
2021
Q1 | $243K | Sell |
1,104
-61
| -5% | -$13.4K | 0.1% | 176 |
|
|
2020
Q4 | $243K | Sell |
1,165
-45
| -4% | -$9.39K | 0.1% | 159 |
|
|
2020
Q3 | $238K | Sell |
1,210
-321
| -21% | -$63.1K | 0.12% | 140 |
|
|
2020
Q2 | $259K | Sell |
1,531
-5,290
| -78% | -$895K | 0.13% | 118 |
|
|
2020
Q1 | $1.23M | Hold |
6,821
| – | – | 0.64% | 43 |
|
|
2019
Q4 | $1.23M | Sell |
6,821
-815
| -11% | -$147K | 0.64% | 43 |
|
|
2019
Q3 | $102K | Sell |
7,636
-1,306
| -15% | -$17.4K | 0.52% | 54 |
|
|
2019
Q2 | $1.51M | Sell |
8,942
-731
| -8% | -$124K | 0.73% | 36 |
|
|
2019
Q1 | $1.65M | Buy |
9,673
+699
| +8% | +$119K | 0.76% | 32 |
|
|
2018
Q4 | $1.38M | Sell |
8,974
-271
| -3% | -$41.6K | 0.69% | 32 |
|
|
2018
Q3 | $1.51M | Buy |
9,245
+502
| +6% | +$81.7K | 0.8% | 32 |
|
|
2018
Q2 | $1.24M | Sell |
8,743
-874
| -9% | -$124K | 0.72% | 34 |
|
|
2018
Q1 | $1.29M | Buy |
9,617
+47
| +0.5% | +$6.32K | 0.67% | 41 |
|
|
2017
Q4 | $1.12M | Buy |
+9,570
| New | +$1.12M | 0.62% | 49 |
|