United Asset 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 | $201K | Hold |
873
| – | – | 0.02% | 238 |
|
|
2025
Q1 | $206K | Sell |
873
-157
| -15% | -$37.1K | 0.02% | 232 |
|
|
2024
Q4 | $235K | Hold |
1,030
| – | – | 0.02% | 221 |
|
|
2024
Q3 | $254K | Hold |
1,030
| – | – | 0.02% | 215 |
|
|
2024
Q2 | $233K | Hold |
1,030
| – | – | 0.02% | 212 |
|
|
2024
Q1 | $253K | Hold |
1,030
| – | – | 0.03% | 211 |
|
|
2023
Q4 | $253K | Sell |
1,030
-15
| -1% | -$3.68K | 0.03% | 212 |
|
|
2023
Q3 | $213K | Sell |
1,045
-195
| -16% | -$39.7K | 0.03% | 217 |
|
|
2023
Q2 | $254K | Sell |
1,240
-81
| -6% | -$16.6K | 0.03% | 206 |
|
|
2023
Q1 | $266K | Hold |
1,321
| – | – | 0.04% | 204 |
|
|
2022
Q4 | $274K | Sell |
1,321
-425
| -24% | -$88K | 0.04% | 199 |
|
|
2022
Q3 | $340K | Hold |
1,746
| – | – | 0.05% | 172 |
|
|
2022
Q2 | $372K | Sell |
1,746
-17
| -1% | -$3.62K | 0.05% | 168 |
|
|
2022
Q1 | $482K | Buy |
1,763
+17
| +1% | +$4.65K | 0.06% | 155 |
|
|
2021
Q4 | $440K | Hold |
1,746
| – | – | 0.05% | 160 |
|
|
2021
Q3 | $342K | Sell |
1,746
-33
| -2% | -$6.46K | 0.04% | 170 |
|
|
2021
Q2 | $391K | Sell |
1,779
-12
| -0.7% | -$2.64K | 0.05% | 161 |
|
|
2021
Q1 | $395K | Sell |
1,791
-173
| -9% | -$38.2K | 0.06% | 159 |
|
|
2020
Q4 | $409K | Buy |
1,964
+243
| +14% | +$50.6K | 0.06% | 153 |
|
|
2020
Q3 | $339K | Sell |
1,721
-25
| -1% | -$4.92K | 0.06% | 158 |
|
|
2020
Q2 | $295K | Buy |
1,746
+20
| +1% | +$3.38K | 0.06% | 155 |
|
|
2020
Q1 | $243K | Hold |
1,726
| – | – | 0.06% | 155 |
|
|
2019
Q4 | $312K | Sell |
1,726
-239
| -12% | -$43.2K | 0.06% | 169 |
|
|
2019
Q3 | $318K | Buy |
1,965
+100
| +5% | +$16.2K | 0.07% | 150 |
|
|
2019
Q2 | $315K | Sell |
1,865
-250
| -12% | -$42.2K | 0.07% | 152 |
|
|
2019
Q1 | $354K | Buy |
+2,115
| New | +$354K | 0.08% | 159 |
|