Successful Portfolios’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 | $428K | Hold |
1,862
| – | – | 0.26% | 77 |
|
|
2025
Q1 | $440K | Hold |
1,862
| – | – | 0.3% | 74 |
|
|
2024
Q4 | $425K | Hold |
1,862
| – | – | 0.28% | 74 |
|
|
2024
Q3 | $459K | Sell |
1,862
-12
| -0.6% | -$2.96K | 0.31% | 70 |
|
|
2024
Q2 | $424K | Sell |
1,874
-295
| -14% | -$66.7K | 0.3% | 71 |
|
|
2024
Q1 | $533K | Sell |
2,169
-61
| -3% | -$15K | 0.36% | 61 |
|
|
2023
Q4 | $548K | Buy |
2,230
+50
| +2% | +$12.3K | 0.41% | 58 |
|
|
2023
Q3 | $444K | Buy |
2,180
+7
| +0.3% | +$1.43K | 0.39% | 58 |
|
|
2023
Q2 | $445K | Sell |
2,173
-5
| -0.2% | -$1.02K | 0.38% | 63 |
|
|
2023
Q1 | $438K | Sell |
2,178
-152
| -7% | -$30.6K | 0.28% | 93 |
|
|
2022
Q4 | $482K | Sell |
2,330
-16
| -0.7% | -$3.31K | 0.31% | 84 |
|
|
2022
Q3 | $457K | Hold |
2,346
| – | – | 0.33% | 76 |
|
|
2022
Q2 | $500K | Hold |
2,346
| – | – | 0.34% | 77 |
|
|
2022
Q1 | $641K | Sell |
2,346
-9
| -0.4% | -$2.46K | 0.36% | 66 |
|
|
2021
Q4 | $593K | Sell |
2,355
-15
| -0.6% | -$3.78K | 0.32% | 78 |
|
|
2021
Q3 | $465K | Hold |
2,370
| – | – | 0.28% | 98 |
|
|
2021
Q2 | $521K | Hold |
2,370
| – | – | 0.32% | 82 |
|
|
2021
Q1 | $522K | Buy |
2,370
+25
| +1% | +$5.51K | 0.34% | 80 |
|
|
2020
Q4 | $488K | Hold |
2,345
| – | – | 0.35% | 77 |
|
|
2020
Q3 | $462K | Buy |
2,345
+43
| +2% | +$8.47K | 0.37% | 76 |
|
|
2020
Q2 | $389K | Buy |
2,302
+63
| +3% | +$10.6K | 0.34% | 84 |
|
|
2020
Q1 | $316K | Buy |
2,239
+89
| +4% | +$12.6K | 0.32% | 91 |
|
|
2019
Q4 | $389K | Buy |
2,150
+10
| +0.5% | +$1.81K | 0.35% | 84 |
|
|
2019
Q3 | $347K | Buy |
2,140
+192
| +10% | +$31.1K | 0.33% | 85 |
|
|
2019
Q2 | $329K | Hold |
1,948
| – | – | 0.35% | 87 |
|
|
2019
Q1 | $326K | Buy |
1,948
+5
| +0.3% | +$837 | 0.36% | 87 |
|
|
2018
Q4 | $269K | Sell |
1,943
-1
| -0.1% | -$138 | 0.34% | 92 |
|
|
2018
Q3 | $317K | Sell |
1,944
-1
| -0.1% | -$163 | 0.35% | 92 |
|
|
2018
Q2 | $276K | Sell |
1,945
-68
| -3% | -$9.65K | 0.32% | 96 |
|
|
2018
Q1 | $271K | Buy |
2,013
+81
| +4% | +$10.9K | 0.33% | 99 |
|
|
2017
Q4 | $259K | Buy |
+1,932
| New | +$259K | 0.32% | 101 |
|