WealthPLAN Partners’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 | $4.75M | Sell |
20,646
-65
| -0.3% | -$15K | 0.76% | 33 |
|
|
2025
Q1 | $4.89M | Sell |
20,711
-11
| -0.1% | -$2.6K | 0.69% | 41 |
|
|
2024
Q4 | $4.73M | Sell |
20,722
-174
| -0.8% | -$39.7K | 0.67% | 45 |
|
|
2024
Q3 | $5.15M | Sell |
20,896
-527
| -2% | -$130K | 0.69% | 41 |
|
|
2024
Q2 | $4.85M | Buy |
21,423
+6,669
| +45% | +$1.51M | 0.52% | 54 |
|
|
2024
Q1 | $3.63M | Sell |
14,754
-137
| -0.9% | -$33.7K | 0.38% | 83 |
|
|
2023
Q4 | $3.66M | Sell |
14,891
-744
| -5% | -$183K | 0.38% | 81 |
|
|
2023
Q3 | $3.18M | Buy |
15,635
+523
| +3% | +$106K | 0.37% | 77 |
|
|
2023
Q2 | $3.09M | Sell |
15,112
-2,575
| -15% | -$527K | 0.44% | 64 |
|
|
2023
Q1 | $3.56M | Sell |
17,687
-10,491
| -37% | -$2.11M | 0.4% | 62 |
|
|
2022
Q4 | $5.75M | Buy |
+28,178
| New | +$5.75M | 0.4% | 63 |
|
|
2022
Q1 | $6.15M | Sell |
26,240
-514
| -2% | -$120K | 0.43% | 68 |
|
|
2021
Q4 | $6.54M | Buy |
26,754
+249
| +0.9% | +$60.9K | 0.43% | 67 |
|
|
2021
Q3 | $6.56M | Buy |
26,505
+265
| +1% | +$65.6K | 0.44% | 67 |
|
|
2021
Q2 | $5.94M | Buy |
26,240
+241
| +0.9% | +$54.6K | 0.42% | 67 |
|
|
2021
Q1 | $5.87M | Buy |
25,999
+782
| +3% | +$176K | 0.46% | 66 |
|
|
2020
Q4 | $5.16M | Buy |
25,217
+51
| +0.2% | +$10.4K | 0.44% | 66 |
|
|
2020
Q3 | $5.05M | Sell |
25,166
-45
| -0.2% | -$9.02K | 0.49% | 63 |
|
|
2020
Q2 | $4.78M | Sell |
25,211
-262
| -1% | -$49.7K | 0.5% | 63 |
|
|
2020
Q1 | $3.88M | Sell |
25,473
-1,756
| -6% | -$268K | 0.5% | 60 |
|
|
2019
Q4 | $5.03M | Sell |
27,229
-12
| -0% | -$2.22K | 0.59% | 52 |
|
|
2019
Q3 | $4.78M | Buy |
27,241
+1,245
| +5% | +$219K | 0.65% | 49 |
|
|
2019
Q2 | $4.39M | Sell |
25,996
-1,493
| -5% | -$252K | 0.66% | 49 |
|
|
2019
Q1 | $4.78M | Buy |
27,489
+192
| +0.7% | +$33.4K | 0.75% | 41 |
|
|
2018
Q4 | $4.65M | Sell |
27,297
-843
| -3% | -$144K | 0.75% | 39 |
|
|
2018
Q3 | $3.98M | Buy |
28,140
+631
| +2% | +$89.3K | 0.73% | 37 |
|
|
2018
Q2 | $3.9M | Buy |
27,509
+994
| +4% | +$141K | 0.8% | 36 |
|
|
2018
Q1 | $3.56M | Buy |
26,515
+1,193
| +5% | +$160K | 0.78% | 32 |
|
|
2017
Q4 | $3.4M | Buy |
25,322
+159
| +0.6% | +$21.3K | 0.91% | 28 |
|
|
2017
Q3 | $2.92M | Sell |
25,163
-511
| -2% | -$59.3K | 0.82% | 32 |
|
|
2017
Q2 | $2.8M | Buy |
25,674
+24,962
| +3,506% | +$2.72M | 0.8% | 34 |
|
|
2017
Q1 | $76K | Buy |
+712
| New | +$76K | 0.26% | 74 |
|
|
2016
Q3 | $2.49M | Sell |
25,793
-5,295
| -17% | -$512K | 0.81% | 26 |
|
|
2016
Q2 | $1.83M | Buy |
+31,088
| New | +$1.83M | 0.23% | 74 |
|
|
2015
Q4 | $1.64M | Buy |
+43,315
| New | +$1.64M | 0.27% | 70 |
|
|
2015
Q2 | $946K | Sell |
9,919
-11,573
| -54% | -$1.1M | 0.41% | 35 |
|
|
2015
Q1 | $2.33M | Buy |
+21,492
| New | +$2.33M | 1.08% | 18 |
|