WealthPlan Investment Management’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 | $2.9M | Buy |
12,599
+1,630
| +15% | +$375K | 0.21% | 104 |
|
|
2025
Q1 | $2.59M | Buy |
10,969
+576
| +6% | +$136K | 0.26% | 89 |
|
|
2024
Q4 | $2.37M | Sell |
10,393
-616
| -6% | -$140K | 0.23% | 93 |
|
|
2024
Q3 | $2.71M | Buy |
11,009
+833
| +8% | +$205K | 0.27% | 90 |
|
|
2024
Q2 | $2.3M | Sell |
10,176
-225
| -2% | -$50.9K | 0.35% | 69 |
|
|
2024
Q1 | $2.56M | Sell |
10,401
-67
| -0.6% | -$16.5K | 0.39% | 68 |
|
|
2023
Q4 | $2.57M | Sell |
10,468
-18
| -0.2% | -$4.42K | 0.41% | 66 |
|
|
2023
Q3 | $2.14M | Buy |
10,486
+3,777
| +56% | +$769K | 0.38% | 68 |
|
|
2023
Q2 | $1.37M | Sell |
6,709
-3,774
| -36% | -$772K | 0.41% | 68 |
|
|
2023
Q1 | $2.11M | Sell |
10,483
-17,695
| -63% | -$3.56M | 0.36% | 69 |
|
|
2022
Q4 | $5.81M | Buy |
28,178
+261
| +0.9% | +$53.8K | 0.41% | 63 |
|
|
2022
Q3 | $5.92M | Buy |
+27,917
| New | +$5.92M | 0.43% | 64 |
|
|
2022
Q1 | $6.15M | Buy |
+26,240
| New | +$6.15M | 0.43% | 68 |
|