WD Rutherford’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 | – | Sell |
-4,087
| Closed | -$899K | – | 97 |
|
|
2025
Q1 | $899K | Sell |
4,087
-3,246
| -44% | -$714K | 0.48% | 50 |
|
|
2024
Q4 | $1.67M | Sell |
7,333
-909
| -11% | -$207K | 0.79% | 47 |
|
|
2024
Q3 | $2.03M | Sell |
8,242
-50
| -0.6% | -$12.3K | 0.99% | 42 |
|
|
2024
Q2 | $1.88M | Sell |
8,292
-61
| -0.7% | -$13.8K | 0.94% | 43 |
|
|
2024
Q1 | $2.05M | Buy |
8,353
+516
| +7% | +$127K | 1.06% | 41 |
|
|
2023
Q4 | $1.91M | Sell |
7,837
-130
| -2% | -$31.6K | 1.11% | 37 |
|
|
2023
Q3 | $1.62M | Sell |
7,967
-280
| -3% | -$57K | 1.11% | 37 |
|
|
2023
Q2 | $1.69M | Buy |
8,247
+25
| +0.3% | +$5.12K | 1.08% | 33 |
|
|
2023
Q1 | $1.65M | Sell |
8,222
-15
| -0.2% | -$3.02K | 1.17% | 35 |
|
|
2022
Q4 | $1.73M | Sell |
8,237
-665
| -7% | -$140K | 1.36% | 33 |
|
|
2022
Q3 | $1.73M | Buy |
8,902
+115
| +1% | +$22.4K | 1.39% | 33 |
|
|
2022
Q2 | $1.87M | Buy |
8,787
+10
| +0.1% | +$2.13K | 1.45% | 30 |
|
|
2022
Q1 | $2.4M | Sell |
8,777
-105
| -1% | -$28.7K | 1.37% | 29 |
|
|
2021
Q4 | $2.24M | Sell |
8,882
-200
| -2% | -$50.4K | 1.13% | 36 |
|
|
2021
Q3 | $1.78M | Buy |
9,082
+850
| +10% | +$167K | 0.97% | 40 |
|
|
2021
Q2 | $1.81M | Buy |
8,232
+12
| +0.1% | +$2.64K | 1.01% | 41 |
|
|
2021
Q1 | $1.81M | Buy |
8,220
+172
| +2% | +$37.9K | 1.13% | 36 |
|
|
2020
Q4 | $1.68M | Buy |
+8,048
| New | +$1.68M | 1.06% | 34 |
|