WealthShield 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 | $1.6M | Buy |
6,970
+166
| +2% | +$38.2K | 0.19% | 129 |
|
|
2025
Q1 | $1.61M | Buy |
6,804
+884
| +15% | +$209K | 0.21% | 121 |
|
|
2024
Q4 | $1.35M | Sell |
5,920
-401
| -6% | -$91.4K | 0.19% | 123 |
|
|
2024
Q3 | $1.56M | Buy |
6,321
+786
| +14% | +$194K | 0.21% | 117 |
|
|
2024
Q2 | $1.25M | Sell |
5,535
-2,587
| -32% | -$585K | 0.19% | 125 |
|
|
2024
Q1 | $2.01M | Buy |
8,122
+144
| +2% | +$35.6K | 0.32% | 88 |
|
|
2023
Q4 | $1.96M | Buy |
7,978
+855
| +12% | +$210K | 0.32% | 92 |
|
|
2023
Q3 | $1.45M | Buy |
7,123
+1,380
| +24% | +$281K | 0.22% | 122 |
|
|
2023
Q2 | $1.18M | Sell |
5,743
-2,979
| -34% | -$610K | 0.18% | 134 |
|
|
2023
Q1 | $1.76M | Buy |
8,722
+653
| +8% | +$131K | 0.28% | 95 |
|
|
2022
Q4 | $1.67M | Buy |
8,069
+449
| +6% | +$93K | 0.32% | 89 |
|
|
2022
Q3 | $1.49M | Buy |
7,620
+664
| +10% | +$129K | 0.29% | 92 |
|
|
2022
Q2 | $1.48M | Buy |
6,956
+982
| +16% | +$210K | 0.29% | 85 |
|
|
2022
Q1 | $1.63M | Buy |
5,974
+798
| +15% | +$218K | 0.26% | 90 |
|
|
2021
Q4 | $1.3M | Buy |
5,176
+2,077
| +67% | +$523K | 0.22% | 100 |
|
|
2021
Q3 | $608K | Sell |
3,099
-3,504
| -53% | -$687K | 0.16% | 123 |
|
|
2021
Q2 | $1.45M | Buy |
6,603
+801
| +14% | +$176K | 0.23% | 80 |
|
|
2021
Q1 | $1.28M | Sell |
5,802
-1,912
| -25% | -$421K | 0.23% | 85 |
|
|
2020
Q4 | $1.61M | Buy |
7,714
+4,061
| +111% | +$846K | 0.3% | 76 |
|
|
2020
Q3 | $719K | Buy |
3,653
+507
| +16% | +$99.8K | 0.25% | 89 |
|
|
2020
Q2 | $532K | Buy |
+3,146
| New | +$532K | 0.24% | 97 |
|