WBH Advisory’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 | $750K | Buy |
3,261
+1
| +0% | +$230 | 0.06% | 189 |
|
|
2025
Q1 | $770K | Sell |
3,260
-84
| -3% | -$19.8K | 0.07% | 173 |
|
|
2024
Q4 | $762K | Sell |
3,344
-226
| -6% | -$51.5K | 0.07% | 175 |
|
|
2024
Q3 | $880K | Sell |
3,570
-18
| -0.5% | -$4.44K | 0.08% | 162 |
|
|
2024
Q2 | $812K | Sell |
3,588
-76
| -2% | -$17.2K | 0.08% | 167 |
|
|
2024
Q1 | $901K | Sell |
3,664
-112
| -3% | -$27.5K | 0.09% | 159 |
|
|
2023
Q4 | $928K | Sell |
3,776
-32
| -0.8% | -$7.86K | 0.1% | 153 |
|
|
2023
Q3 | $775K | Sell |
3,808
-66
| -2% | -$13.4K | 0.1% | 158 |
|
|
2023
Q2 | $793K | Buy |
3,874
+1
| +0% | +$205 | 0.09% | 159 |
|
|
2023
Q1 | $779K | Buy |
+3,873
| New | +$779K | 0.1% | 167 |
|
|
2022
Q3 | $764K | Buy |
3,924
+301
| +8% | +$58.6K | 0.11% | 158 |
|
|
2022
Q2 | $760K | Sell |
3,623
-25
| -0.7% | -$5.24K | 0.1% | 162 |
|
|
2022
Q1 | $873K | Buy |
3,648
+1
| +0% | +$239 | 0.11% | 157 |
|
|
2021
Q4 | $919K | Sell |
3,647
-458
| -11% | -$115K | 0.1% | 161 |
|
|
2021
Q3 | $805K | Buy |
4,105
+1
| +0% | +$196 | 0.11% | 165 |
|
|
2021
Q2 | $904K | Buy |
4,104
+1
| +0% | +$220 | 0.13% | 132 |
|
|
2021
Q1 | $904K | Sell |
4,103
-179
| -4% | -$39.4K | 0.15% | 124 |
|
|
2020
Q4 | $934K | Sell |
4,282
-60
| -1% | -$13.1K | 0.16% | 113 |
|
|
2020
Q3 | $855K | Sell |
4,342
-129
| -3% | -$25.4K | 0.17% | 113 |
|
|
2020
Q2 | $755K | Sell |
4,471
-177
| -4% | -$29.9K | 0.18% | 111 |
|
|
2020
Q1 | $655 | Sell |
4,648
-174
| -4% | -$25 | 0.15% | 113 |
|
|
2019
Q4 | $871K | Sell |
4,822
-193
| -4% | -$34.9K | 0.18% | 119 |
|
|
2019
Q3 | $812K | Sell |
5,015
-944
| -16% | -$153K | 0.18% | 119 |
|
|
2019
Q2 | $1.01M | Sell |
5,959
-798
| -12% | -$135K | 0.23% | 96 |
|
|
2019
Q1 | $1.13M | Sell |
6,757
-899
| -12% | -$150K | 0.27% | 89 |
|
|
2018
Q4 | $1.06K | Sell |
7,656
-299
| -4% | -$41 | 0.26% | 89 |
|
|
2018
Q3 | $1.3M | Buy |
7,955
+51
| +0.6% | +$8.3K | 0.31% | 75 |
|
|
2018
Q2 | $1.12M | Sell |
7,904
-178
| -2% | -$25.2K | 0.29% | 84 |
|
|
2018
Q1 | $1.09M | Buy |
8,082
+1
| +0% | +$134 | 0.3% | 83 |
|
|
2017
Q4 | $1.08M | Sell |
8,081
-249
| -3% | -$33.4K | 0.29% | 84 |
|
|
2017
Q3 | $966K | Sell |
8,330
-49
| -0.6% | -$5.68K | 0.27% | 85 |
|
|
2017
Q2 | $912K | Sell |
8,379
-148
| -2% | -$16.1K | 0.26% | 86 |
|
|
2017
Q1 | $903K | Sell |
8,527
-49
| -0.6% | -$5.19K | 0.27% | 83 |
|
|
2016
Q4 | $889K | Sell |
8,576
-227
| -3% | -$23.5K | 0.3% | 79 |
|
|
2016
Q3 | $858K | Buy |
8,803
+55
| +0.6% | +$5.36K | 0.29% | 81 |
|
|
2016
Q2 | $763K | Buy |
8,748
+122
| +1% | +$10.6K | 0.3% | 79 |
|
|
2016
Q1 | $686K | Sell |
8,626
-146
| -2% | -$11.6K | 0.23% | 86 |
|
|
2015
Q4 | $686 | Sell |
8,772
-327
| -4% | -$26 | 0.24% | 86 |
|
|
2015
Q3 | $804K | Sell |
9,099
-422
| -4% | -$37.3K | 0.33% | 72 |
|
|
2015
Q2 | $908K | Buy |
9,521
+101
| +1% | +$9.63K | 0.36% | 69 |
|
|
2015
Q1 | $1.02K | Buy |
9,420
+5
| +0.1% | +$1 | 0.29% | 67 |
|
|
2014
Q4 | $1.12M | Sell |
9,415
-362
| -4% | -$43.1K | 0.42% | 57 |
|
|
2014
Q3 | $1.06M | Buy |
9,777
+2
| +0% | +$217 | 0.37% | 63 |
|
|
2014
Q2 | $975K | Sell |
9,775
-397
| -4% | -$39.6K | 0.37% | 70 |
|
|
2014
Q1 | $954K | Sell |
10,172
-196
| -2% | -$18.4K | 0.38% | 68 |
|
|
2013
Q4 | $871K | Buy |
10,368
+250
| +2% | +$21K | 0.35% | 76 |
|
|
2013
Q3 | $786K | Sell |
10,118
-246
| -2% | -$19.1K | 0.35% | 77 |
|
|
2013
Q2 | $799K | Buy |
+10,364
| New | +$799K | 0.37% | 75 |
|