Wealthquest’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 | $245K | Sell |
1,064
-11
| -1% | -$2.53K | 0.02% | 122 |
|
|
2025
Q1 | $254K | Sell |
1,075
-4
| -0.4% | -$945 | 0.02% | 111 |
|
|
2024
Q4 | $246K | Buy |
1,079
+25
| +2% | +$5.7K | 0.02% | 111 |
|
|
2024
Q3 | $259K | Hold |
1,054
| – | – | 0.02% | 106 |
|
|
2024
Q2 | $238K | Buy |
1,054
+78
| +8% | +$17.6K | 0.03% | 113 |
|
|
2024
Q1 | $240K | Sell |
976
-68
| -7% | -$16.7K | 0.03% | 117 |
|
|
2023
Q4 | $256K | Hold |
1,044
| – | – | 0.03% | 118 |
|
|
2023
Q3 | $213K | Sell |
1,044
-155
| -13% | -$31.6K | 0.03% | 123 |
|
|
2023
Q2 | $245K | Buy |
1,199
+8
| +0.7% | +$1.64K | 0.03% | 110 |
|
|
2023
Q1 | $240K | Hold |
1,191
| – | – | 0.03% | 109 |
|
|
2022
Q4 | $247K | Hold |
1,191
| – | – | 0.03% | 111 |
|
|
2022
Q3 | $232K | Hold |
1,191
| – | – | 0.03% | 113 |
|
|
2022
Q2 | $254K | Sell |
1,191
-106
| -8% | -$22.6K | 0.04% | 105 |
|
|
2022
Q1 | $326K | Hold |
1,297
| – | – | 0.05% | 103 |
|
|
2021
Q4 | $326K | Sell |
1,297
-12
| -0.9% | -$3.02K | 0.05% | 103 |
|
|
2021
Q3 | $256K | Sell |
1,309
-38
| -3% | -$7.43K | 0.04% | 118 |
|
|
2021
Q2 | $296K | Buy |
1,347
+51
| +4% | +$11.2K | 0.05% | 109 |
|
|
2021
Q1 | $285K | Sell |
1,296
-30
| -2% | -$6.6K | 0.05% | 110 |
|
|
2020
Q4 | $276K | Sell |
1,326
-60
| -4% | -$12.5K | 0.06% | 104 |
|
|
2020
Q3 | $272K | Hold |
1,386
| – | – | 0.07% | 88 |
|
|
2020
Q2 | $234K | Buy |
+1,386
| New | +$234K | 0.06% | 96 |
|
|
2019
Q4 | $343K | Sell |
1,900
-2
| -0.1% | -$361 | 0.1% | 94 |
|
|
2019
Q3 | $308K | Sell |
1,902
-17
| -0.9% | -$2.75K | 0.1% | 99 |
|
|
2019
Q2 | $324K | Buy |
1,919
+78
| +4% | +$13.2K | 0.12% | 97 |
|
|
2019
Q1 | $307K | Buy |
1,841
+4
| +0.2% | +$667 | 0.12% | 95 |
|
|
2018
Q4 | $253K | Buy |
+1,837
| New | +$253K | 0.1% | 107 |
|