VisionPoint Advisory Group’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-278
| Closed | -$63.7K | – | 305 |
|
|
2024
Q4 | $63.7K | Buy |
+278
| New | +$63.7K | 0.02% | 274 |
|
|
2024
Q3 | – | Sell |
-349
| Closed | -$79K | – | 756 |
|
|
2024
Q2 | $79K | Sell |
349
-17
| -5% | -$3.85K | 0.03% | 229 |
|
|
2024
Q1 | $90.1K | Sell |
366
-46
| -11% | -$11.3K | 0.03% | 215 |
|
|
2023
Q4 | $101K | Sell |
412
-1,226
| -75% | -$301K | 0.04% | 189 |
|
|
2023
Q3 | $333K | Buy |
1,638
+1,149
| +235% | +$234K | 0.14% | 116 |
|
|
2023
Q2 | $100K | Buy |
+489
| New | +$100K | 0.04% | 173 |
|
|
2022
Q3 | – | Sell |
-1,841
| Closed | -$440K | – | 108 |
|
|
2022
Q2 | $440K | Sell |
1,841
-4,242
| -70% | -$1.01M | 0.17% | 62 |
|
|
2022
Q1 | $1.37M | Buy |
6,083
+100
| +2% | +$22.6K | 0.64% | 36 |
|
|
2021
Q4 | $1.45M | Buy |
5,983
+366
| +7% | +$88.7K | 0.63% | 35 |
|
|
2021
Q3 | $1.34M | Sell |
5,617
-1,504
| -21% | -$359K | 0.6% | 42 |
|
|
2021
Q2 | $1.57M | Sell |
7,121
-2,377
| -25% | -$523K | 0.7% | 42 |
|
|
2021
Q1 | $2.09M | Sell |
9,498
-1,060
| -10% | -$234K | 1% | 33 |
|
|
2020
Q4 | $2.2M | Buy |
+10,558
| New | +$2.2M | 1.11% | 16 |
|
|
2020
Q1 | – | Sell |
-1,353
| Closed | -$245K | – | 147 |
|
|
2019
Q4 | $245K | Sell |
1,353
-847
| -39% | -$153K | 0.1% | 104 |
|
|
2019
Q3 | $344K | Buy |
2,200
+64
| +3% | +$10K | 0.09% | 87 |
|
|
2019
Q2 | $361K | Buy |
+2,136
| New | +$361K | 0.1% | 82 |
|