Wealth Architects’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 | $211K | Buy |
918
+20
| +2% | +$4.6K | 0.02% | 214 |
|
|
2025
Q1 | $212K | Buy |
898
+3
| +0.3% | +$709 | 0.02% | 217 |
|
|
2024
Q4 | $204K | Sell |
895
-77
| -8% | -$17.6K | 0.02% | 206 |
|
|
2024
Q3 | $240K | Buy |
972
+3
| +0.3% | +$739 | 0.03% | 188 |
|
|
2024
Q2 | $219K | Sell |
969
-17
| -2% | -$3.85K | 0.03% | 193 |
|
|
2024
Q1 | $242K | Sell |
986
-4
| -0.4% | -$984 | 0.03% | 176 |
|
|
2023
Q4 | $243K | Buy |
+990
| New | +$243K | 0.03% | 173 |
|
|
2022
Q3 | – | Sell |
-1,098
| Closed | -$234K | – | 189 |
|
|
2022
Q2 | $234K | Sell |
1,098
-169
| -13% | -$36K | 0.05% | 156 |
|
|
2022
Q1 | $346K | Buy |
1,267
+18
| +1% | +$4.92K | 0.06% | 144 |
|
|
2021
Q4 | $315K | Sell |
1,249
-34
| -3% | -$8.58K | 0.06% | 150 |
|
|
2021
Q3 | $251K | Buy |
1,283
+34
| +3% | +$6.65K | 0.05% | 157 |
|
|
2021
Q2 | $275K | Buy |
1,249
+186
| +17% | +$41K | 0.05% | 140 |
|
|
2021
Q1 | $234K | Buy |
1,063
+100
| +10% | +$22K | 0.05% | 144 |
|
|
2020
Q4 | $201K | Buy |
+963
| New | +$201K | 0.05% | 153 |
|
|
2015
Q3 | – | Sell |
-2,622
| Closed | -$250K | – | 133 |
|
|
2015
Q2 | $250K | Buy |
+2,622
| New | +$250K | 0.13% | 97 |
|