Valmark Advisers’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 | $2.5M | Sell |
10,845
-56
| -0.5% | -$12.9K | 0.03% | 191 |
|
|
2025
Q1 | $2.58M | Sell |
10,901
-54
| -0.5% | -$12.8K | 0.04% | 168 |
|
|
2024
Q4 | $2.5M | Buy |
10,955
+196
| +2% | +$44.7K | 0.04% | 173 |
|
|
2024
Q3 | $2.65M | Buy |
10,759
+187
| +2% | +$46.1K | 0.04% | 157 |
|
|
2024
Q2 | $2.39M | Buy |
10,572
+285
| +3% | +$64.5K | 0.04% | 157 |
|
|
2024
Q1 | $2.53M | Sell |
10,287
-237
| -2% | -$58.3K | 0.04% | 145 |
|
|
2023
Q4 | $2.58M | Sell |
10,524
-329
| -3% | -$80.8K | 0.05% | 135 |
|
|
2023
Q3 | $2.21M | Buy |
10,853
+346
| +3% | +$70.5K | 0.05% | 134 |
|
|
2023
Q2 | $2.15M | Buy |
10,507
+819
| +8% | +$168K | 0.04% | 136 |
|
|
2023
Q1 | $1.95M | Sell |
9,688
-39
| -0.4% | -$7.85K | 0.04% | 144 |
|
|
2022
Q4 | $2.01M | Buy |
9,727
+1,326
| +16% | +$275K | 0.05% | 141 |
|
|
2022
Q3 | $1.64M | Buy |
8,401
+51
| +0.6% | +$9.94K | 0.03% | 137 |
|
|
2022
Q2 | $1.78M | Buy |
8,350
+990
| +13% | +$211K | 0.03% | 124 |
|
|
2022
Q1 | $2.01M | Buy |
7,360
+42
| +0.6% | +$11.5K | 0.04% | 126 |
|
|
2021
Q4 | $1.84M | Buy |
7,318
+5,631
| +334% | +$1.42M | 0.03% | 131 |
|
|
2021
Q3 | $331K | Buy |
1,687
+283
| +20% | +$55.5K | 0.01% | 311 |
|
|
2021
Q2 | $309K | Sell |
1,404
-15
| -1% | -$3.3K | 0.01% | 327 |
|
|
2021
Q1 | $313K | Buy |
1,419
+86
| +6% | +$19K | 0.01% | 315 |
|
|
2020
Q4 | $277K | Buy |
1,333
+25
| +2% | +$5.2K | 0.01% | 303 |
|
|
2020
Q3 | $257K | Sell |
1,308
-7
| -0.5% | -$1.38K | 0.01% | 255 |
|
|
2020
Q2 | $222K | Sell |
1,315
-469
| -26% | -$79.2K | 0.01% | 251 |
|
|
2020
Q1 | $252K | Buy |
1,784
+103
| +6% | +$14.5K | 0.01% | 195 |
|
|
2019
Q4 | $304K | Buy |
1,681
+21
| +1% | +$3.8K | 0.01% | 192 |
|
|
2019
Q3 | $269K | Sell |
1,660
-17
| -1% | -$2.76K | 0.01% | 203 |
|
|
2019
Q2 | $284K | Sell |
1,677
-30
| -2% | -$5.08K | 0.01% | 190 |
|
|
2019
Q1 | $285K | Buy |
+1,707
| New | +$285K | 0.01% | 183 |
|