Waypoint Wealth Counsel’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 | $224K | Buy |
975
+5
| +0.5% | +$1.15K | 0.11% | 161 |
|
|
2025
Q1 | $229K | Buy |
970
+45
| +5% | +$10.6K | 0.14% | 97 |
|
|
2024
Q4 | $211K | Sell |
925
-24
| -3% | -$5.48K | 0.14% | 91 |
|
|
2024
Q3 | $234K | Buy |
+949
| New | +$234K | 0.16% | 86 |
|
|
2024
Q2 | – | Sell |
-900
| Closed | -$221K | – | 97 |
|
|
2024
Q1 | $221K | Buy |
900
+31
| +4% | +$7.63K | 0.17% | 87 |
|
|
2023
Q4 | $214K | Buy |
+869
| New | +$214K | 0.18% | 86 |
|