Summit Financial Strategies’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 | $227K | Buy |
986
+9
| +0.9% | +$2.07K | 0.02% | 134 |
|
|
2025
Q1 | $231K | Hold |
977
| – | – | 0.02% | 126 |
|
|
2024
Q4 | $223K | Hold |
977
| – | – | 0.02% | 131 |
|
|
2024
Q3 | $241K | Hold |
977
| – | – | 0.03% | 130 |
|
|
2024
Q2 | $221K | Buy |
977
+24
| +3% | +$5.43K | 0.03% | 130 |
|
|
2024
Q1 | $234K | Hold |
953
| – | – | 0.03% | 128 |
|
|
2023
Q4 | $234K | Buy |
+953
| New | +$234K | 0.04% | 127 |
|
|
2022
Q2 | – | Sell |
-913
| Closed | -$249K | – | 129 |
|
|
2022
Q1 | $249K | Hold |
913
| – | – | 0.05% | 99 |
|
|
2021
Q4 | $230K | Sell |
913
-587
| -39% | -$148K | 0.04% | 109 |
|
|
2021
Q3 | $294K | Sell |
1,500
-10
| -0.7% | -$1.96K | 0.06% | 91 |
|
|
2021
Q2 | $332K | Buy |
+1,510
| New | +$332K | 0.07% | 82 |
|