True Wealth Design’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 | $16.8K | Buy |
73
+3
| +4% | +$691 | 0.01% | 431 |
|
|
2025
Q1 | $16.6K | Buy |
70
+44
| +169% | +$10.4K | 0.01% | 371 |
|
|
2024
Q4 | $5.96K | Buy |
26
+6
| +30% | +$1.38K | ﹤0.01% | 504 |
|
|
2024
Q3 | $4.93K | Sell |
20
-1
| -5% | -$247 | ﹤0.01% | 553 |
|
|
2024
Q2 | $4.75K | Buy |
21
+3
| +17% | +$679 | ﹤0.01% | 287 |
|
|
2024
Q1 | $4.43K | Buy |
18
+8
| +80% | +$1.97K | ﹤0.01% | 285 |
|
|
2023
Q4 | $2.46K | Hold |
10
| – | – | ﹤0.01% | 296 |
|
|
2023
Q3 | $2.04K | Hold |
10
| – | – | ﹤0.01% | 264 |
|
|
2023
Q2 | $2.05K | Sell |
10
-370
| -97% | -$75.7K | ﹤0.01% | 275 |
|
|
2023
Q1 | $76.5K | Buy |
380
+370
| +3,700% | +$74.5K | 0.03% | 145 |
|
|
2022
Q4 | $2.07K | Buy |
+10
| New | +$2.07K | ﹤0.01% | 296 |
|