Wealth Alliance’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 | $1.24M | Buy |
5,390
+79
| +1% | +$18.2K | 0.14% | 146 |
|
2025
Q1 | $1.25M | Buy |
5,311
+1,433
| +37% | +$339K | 0.15% | 136 |
|
2024
Q4 | $884K | Sell |
3,878
-600
| -13% | -$137K | 0.11% | 179 |
|
2024
Q3 | $1.1M | Buy |
4,478
+102
| +2% | +$25.1K | 0.13% | 152 |
|
2024
Q2 | $990K | Sell |
4,376
-849
| -16% | -$192K | 0.13% | 152 |
|
2024
Q1 | $1.28M | Buy |
5,225
+300
| +6% | +$73.8K | 0.17% | 127 |
|
2023
Q4 | $1.21M | Buy |
4,925
+112
| +2% | +$27.5K | 0.17% | 121 |
|
2023
Q3 | $980K | Buy |
4,813
+895
| +23% | +$182K | 0.15% | 137 |
|
2023
Q2 | $802K | Buy |
3,918
+349
| +10% | +$71.4K | 0.12% | 175 |
|
2023
Q1 | $718K | Buy |
3,569
+136
| +4% | +$27.4K | 0.12% | 186 |
|
2022
Q4 | $711K | Sell |
3,433
-165
| -5% | -$34.2K | 0.13% | 181 |
|
2022
Q3 | $701K | Buy |
3,598
+153
| +4% | +$29.8K | 0.14% | 162 |
|
2022
Q2 | $735K | Sell |
3,445
-245
| -7% | -$52.3K | 0.14% | 158 |
|
2022
Q1 | $1.01M | Buy |
3,690
+59
| +2% | +$16.1K | 0.21% | 113 |
|
2021
Q4 | $915K | Buy |
3,631
+220
| +6% | +$55.4K | 0.18% | 122 |
|
2021
Q3 | $669K | Sell |
3,411
-141
| -4% | -$27.7K | 0.15% | 155 |
|
2021
Q2 | $781K | Buy |
3,552
+39
| +1% | +$8.58K | 0.18% | 131 |
|
2021
Q1 | $774K | Sell |
3,513
-543
| -13% | -$120K | 0.22% | 120 |
|
2020
Q4 | $844K | Buy |
4,056
+672
| +20% | +$140K | 0.25% | 101 |
|
2020
Q3 | $666K | Sell |
3,384
-91
| -3% | -$17.9K | 0.24% | 109 |
|
2020
Q2 | $587K | Buy |
3,475
+408
| +13% | +$68.9K | 0.23% | 113 |
|
2020
Q1 | $433K | Buy |
+3,067
| New | +$433K | 0.23% | 116 |
|