Univest Financial’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 | $3.32M | Buy |
14,435
+96
| +0.7% | +$22.1K | 0.2% | 88 |
|
|
2025
Q1 | $3.39M | Buy |
14,339
+4,380
| +44% | +$1.03M | 0.22% | 83 |
|
|
2024
Q4 | $2.27M | Sell |
9,959
-654
| -6% | -$149K | 0.14% | 111 |
|
|
2024
Q3 | $2.62M | Buy |
10,613
+6,598
| +164% | +$1.63M | 0.17% | 95 |
|
|
2024
Q2 | $908K | Hold |
4,015
| – | – | 0.25% | 52 |
|
|
2024
Q1 | $987K | Buy |
4,015
+66
| +2% | +$16.2K | 0.28% | 52 |
|
|
2023
Q4 | $970K | Buy |
3,949
+178
| +5% | +$43.7K | 0.29% | 55 |
|
|
2023
Q3 | $768K | Buy |
3,771
+68
| +2% | +$13.8K | 0.26% | 51 |
|
|
2023
Q2 | $758K | Hold |
3,703
| – | – | 0.23% | 52 |
|
|
2023
Q1 | $745K | Sell |
3,703
-61
| -2% | -$12.3K | 0.23% | 54 |
|
|
2022
Q4 | $779K | Buy |
3,764
+61
| +2% | +$12.6K | 0.25% | 59 |
|
|
2022
Q3 | $722K | Hold |
3,703
| – | – | 0.24% | 63 |
|
|
2022
Q2 | $790K | Sell |
3,703
-41
| -1% | -$8.75K | 0.26% | 51 |
|
|
2022
Q1 | $1.02M | Sell |
3,744
-93
| -2% | -$25.4K | 0.29% | 49 |
|
|
2021
Q4 | $966K | Sell |
3,837
-5
| -0.1% | -$1.26K | 0.25% | 51 |
|
|
2021
Q3 | $753K | Sell |
3,842
-2
| -0.1% | -$392 | 0.21% | 51 |
|
|
2021
Q2 | $846K | Sell |
3,844
-150
| -4% | -$33K | 0.23% | 51 |
|
|
2021
Q1 | $881K | Buy |
3,994
+47
| +1% | +$10.4K | 0.25% | 47 |
|
|
2020
Q4 | $822K | Sell |
3,947
-49
| -1% | -$10.2K | 0.24% | 54 |
|
|
2020
Q3 | $787K | Sell |
3,996
-60
| -1% | -$11.8K | 0.25% | 54 |
|
|
2020
Q2 | $685K | Buy |
4,056
+227
| +6% | +$38.3K | 0.23% | 58 |
|
|
2020
Q1 | $540K | Sell |
3,829
-25,432
| -87% | -$3.59M | 0.21% | 66 |
|
|
2019
Q4 | $3.03M | Buy |
29,261
+25,461
| +670% | +$2.64M | 1.29% | 38 |
|
|
2019
Q3 | $616K | Hold |
3,800
| – | – | 0.2% | 66 |
|
|
2019
Q2 | $643K | Hold |
3,800
| – | – | 0.2% | 69 |
|
|
2019
Q1 | $635K | Sell |
3,800
-189
| -5% | -$31.6K | 0.21% | 67 |
|
|
2018
Q4 | $551K | Sell |
3,989
-446
| -10% | -$61.6K | 0.2% | 76 |
|
|
2018
Q3 | $722K | Sell |
4,435
-464
| -9% | -$75.5K | 0.22% | 65 |
|
|
2018
Q2 | $694K | Sell |
4,899
-721
| -13% | -$102K | 0.28% | 61 |
|
|
2018
Q1 | $755K | Sell |
5,620
-26,072
| -82% | -$3.5M | 0.33% | 55 |
|
|
2017
Q4 | $4.25M | Sell |
31,692
-461
| -1% | -$61.8K | 1.71% | 27 |
|
|
2017
Q3 | $3.73M | Sell |
32,153
-1,255
| -4% | -$146K | 1.57% | 30 |
|
|
2017
Q2 | $3.64M | Sell |
33,408
-84
| -0.3% | -$9.15K | 1.53% | 31 |
|
|
2017
Q1 | $3.55M | Buy |
33,492
+4,231
| +14% | +$448K | 1.55% | 31 |
|
|
2016
Q4 | $3.03M | Sell |
29,261
-4,660
| -14% | -$483K | 1.29% | 38 |
|
|
2016
Q3 | $3.31M | Sell |
33,921
-252
| -0.7% | -$24.6K | 1.5% | 29 |
|
|
2016
Q2 | $2.98M | Sell |
34,173
-475
| -1% | -$41.4K | 1.36% | 37 |
|
|
2016
Q1 | $2.76M | Buy |
34,648
+361
| +1% | +$28.7K | 1.25% | 44 |
|
|
2015
Q4 | $2.68M | Buy |
34,287
+779
| +2% | +$60.9K | 1.22% | 40 |
|
|
2015
Q3 | $2.96M | Buy |
33,508
+1,227
| +4% | +$108K | 1.45% | 34 |
|
|
2015
Q2 | $3.08M | Buy |
32,281
+589
| +2% | +$56.2K | 1.41% | 36 |
|
|
2015
Q1 | $3.43M | Sell |
31,692
-89
| -0.3% | -$9.64K | 1.54% | 25 |
|
|
2014
Q4 | $3.79M | Buy |
31,781
+272
| +0.9% | +$32.4K | 1.66% | 23 |
|
|
2014
Q3 | $3.42M | Sell |
31,509
-3,495
| -10% | -$379K | 1.6% | 21 |
|
|
2014
Q2 | $3.49M | Buy |
35,004
+962
| +3% | +$96K | 1.64% | 22 |
|
|
2014
Q1 | $3.19M | Sell |
34,042
-266
| -0.8% | -$25K | 1.59% | 24 |
|
|
2013
Q4 | $2.88M | Sell |
34,308
-1,242
| -3% | -$104K | 1.42% | 38 |
|
|
2013
Q3 | $2.76M | Sell |
35,550
-752
| -2% | -$58.4K | 1.47% | 36 |
|
|
2013
Q2 | $2.8M | Buy |
+36,302
| New | +$2.8M | 1.53% | 30 |
|