Values Added 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 | $205K | Sell |
893
-30
| -3% | -$6.9K | 0.1% | 120 |
|
|
2025
Q1 | $218K | Sell |
923
-81
| -8% | -$19.1K | 0.12% | 109 |
|
|
2024
Q4 | $229K | Sell |
1,004
-47
| -4% | -$10.7K | 0.13% | 107 |
|
|
2024
Q3 | $259K | Buy |
1,051
+28
| +3% | +$6.9K | 0.16% | 93 |
|
|
2024
Q2 | $231K | Buy |
1,023
+138
| +16% | +$31.2K | 0.17% | 85 |
|
|
2024
Q1 | $218K | Sell |
885
-178
| -17% | -$43.8K | 0.17% | 83 |
|
|
2023
Q4 | $261K | Buy |
+1,063
| New | +$261K | 0.21% | 70 |
|