True Link Financial Advisors’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 | $267K | Buy |
+1,161
| New | +$267K | 0.02% | 74 |
|
|
2025
Q1 | – | Sell |
-3,963
| Closed | -$904K | – | 109 |
|
|
2024
Q4 | $904K | Sell |
3,963
-53
| -1% | -$12.1K | 0.08% | 27 |
|
|
2024
Q3 | $990K | Buy |
4,016
+47
| +1% | +$11.6K | 0.08% | 25 |
|
|
2024
Q2 | $898K | Sell |
3,969
-255
| -6% | -$57.7K | 0.08% | 28 |
|
|
2024
Q1 | $1.04M | Buy |
4,224
+596
| +16% | +$147K | 0.1% | 28 |
|
|
2023
Q4 | $891K | Hold |
3,628
| – | – | 0.1% | 30 |
|
|
2023
Q3 | $739K | Buy |
3,628
+78
| +2% | +$15.9K | 0.09% | 65 |
|
|
2023
Q2 | $726K | Hold |
3,550
| – | – | 0.09% | 64 |
|
|
2023
Q1 | $714K | Sell |
3,550
-50
| -1% | -$10.1K | 0.09% | 69 |
|
|
2022
Q4 | $745K | Hold |
3,600
| – | – | 0.1% | 62 |
|
|
2022
Q3 | $701K | Hold |
3,600
| – | – | 0.1% | 71 |
|
|
2022
Q2 | $768K | Hold |
3,600
| – | – | 0.12% | 71 |
|
|
2022
Q1 | $984K | Hold |
3,600
| – | – | 0.14% | 60 |
|
|
2021
Q4 | $907K | Buy |
3,600
+3,193
| +785% | +$804K | 0.12% | 81 |
|
|
2021
Q3 | $80K | Hold |
407
| – | – | 0.01% | 410 |
|
|
2021
Q2 | $90K | Buy |
407
+7
| +2% | +$1.55K | 0.01% | 360 |
|
|
2021
Q1 | $88K | Hold |
400
| – | – | 0.01% | 425 |
|
|
2020
Q4 | $83K | Buy |
+400
| New | +$83K | 0.01% | 458 |
|