TFC Financial Management’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 | $124K | Buy |
541
+149
| +38% | +$34.3K | 0.02% | 170 |
|
|
2025
Q1 | $92.6K | Sell |
392
-40
| -9% | -$9.45K | 0.01% | 197 |
|
|
2024
Q4 | $98.5K | Sell |
432
-61
| -12% | -$13.9K | 0.02% | 193 |
|
|
2024
Q3 | $122K | Buy |
493
+43
| +10% | +$10.6K | 0.02% | 168 |
|
|
2024
Q2 | $102K | Sell |
450
-49
| -10% | -$11.1K | 0.02% | 170 |
|
|
2024
Q1 | $123K | Sell |
499
-7
| -1% | -$1.72K | 0.02% | 161 |
|
|
2023
Q4 | $124K | Sell |
506
-1
| -0.2% | -$246 | 0.03% | 156 |
|
|
2023
Q3 | $103K | Buy |
507
+46
| +10% | +$9.37K | 0.02% | 162 |
|
|
2023
Q2 | $94.3K | Buy |
461
+1
| +0.2% | +$205 | 0.02% | 172 |
|
|
2023
Q1 | $92.6K | Sell |
460
-242
| -34% | -$48.7K | 0.02% | 176 |
|
|
2022
Q4 | $145K | Buy |
702
+248
| +55% | +$51.4K | 0.04% | 120 |
|
|
2022
Q3 | $88K | Hold |
454
| – | – | 0.03% | 162 |
|
|
2022
Q2 | $97K | Hold |
454
| – | – | 0.03% | 159 |
|
|
2022
Q1 | $124K | Hold |
454
| – | – | 0.04% | 143 |
|
|
2021
Q4 | $114K | Hold |
454
| – | – | 0.03% | 154 |
|
|
2021
Q3 | $89K | Hold |
454
| – | – | 0.03% | 171 |
|
|
2021
Q2 | $100K | Hold |
454
| – | – | 0.03% | 157 |
|
|
2021
Q1 | $100K | Hold |
454
| – | – | 0.04% | 147 |
|
|
2020
Q4 | $95K | Hold |
454
| – | – | 0.04% | 148 |
|
|
2020
Q3 | $89K | Buy |
+454
| New | +$89K | 0.04% | 130 |
|