Welch & Forbes’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 | $4.08M | Sell |
17,733
-27
| -0.2% | -$6.21K | 0.05% | 136 |
|
|
2025
Q1 | $4.2M | Sell |
17,760
-989
| -5% | -$234K | 0.05% | 132 |
|
|
2024
Q4 | $4.28M | Sell |
18,749
-717
| -4% | -$164K | 0.06% | 133 |
|
|
2024
Q3 | $4.8M | Sell |
19,466
-376
| -2% | -$92.7K | 0.06% | 132 |
|
|
2024
Q2 | $4.41M | Sell |
19,842
-60
| -0.3% | -$13.3K | 0.06% | 130 |
|
|
2024
Q1 | $4.89M | Sell |
19,902
-1,354
| -6% | -$333K | 0.07% | 131 |
|
|
2023
Q4 | $5.22M | Sell |
21,256
-162
| -0.8% | -$39.8K | 0.08% | 130 |
|
|
2023
Q3 | $4.36M | Buy |
21,418
+228
| +1% | +$46.4K | 0.07% | 134 |
|
|
2023
Q2 | $4.34M | Buy |
21,190
+284
| +1% | +$58.1K | 0.07% | 134 |
|
|
2023
Q1 | $4.21M | Sell |
20,906
-7,640
| -27% | -$1.54M | 0.07% | 133 |
|
|
2022
Q4 | $5.91M | Sell |
28,546
-156
| -0.5% | -$32.3K | 0.11% | 118 |
|
|
2022
Q3 | $5.59M | Sell |
28,702
-367
| -1% | -$71.5K | 0.11% | 121 |
|
|
2022
Q2 | $6.2M | Sell |
29,069
-446
| -2% | -$95.1K | 0.11% | 122 |
|
|
2022
Q1 | $8.06M | Buy |
29,515
+1,200
| +4% | +$328K | 0.13% | 113 |
|
|
2021
Q4 | $7.13M | Sell |
28,315
-222
| -0.8% | -$55.9K | 0.11% | 124 |
|
|
2021
Q3 | $5.59M | Buy |
28,537
+200
| +0.7% | +$39.2K | 0.09% | 133 |
|
|
2021
Q2 | $6.23M | Buy |
28,337
+1,793
| +7% | +$394K | 0.11% | 128 |
|
|
2021
Q1 | $5.85M | Sell |
26,544
-207
| -0.8% | -$45.6K | 0.11% | 130 |
|
|
2020
Q4 | $5.57M | Sell |
26,751
-2,024
| -7% | -$421K | 0.11% | 128 |
|
|
2020
Q3 | $5.67M | Buy |
28,775
+251
| +0.9% | +$49.4K | 0.12% | 113 |
|
|
2020
Q2 | $4.82M | Sell |
28,524
-189
| -0.7% | -$32K | 0.11% | 119 |
|
|
2020
Q1 | $4.05M | Sell |
28,713
-824
| -3% | -$116K | 0.11% | 121 |
|
|
2019
Q4 | $5.34M | Buy |
29,537
+1,744
| +6% | +$315K | 0.12% | 123 |
|
|
2019
Q3 | $4.5M | Sell |
27,793
-254
| -0.9% | -$41.1K | 0.11% | 128 |
|
|
2019
Q2 | $4.74M | Sell |
28,047
-1,656
| -6% | -$280K | 0.12% | 129 |
|
|
2019
Q1 | $4.97M | Sell |
29,703
-167
| -0.6% | -$27.9K | 0.12% | 126 |
|
|
2018
Q4 | $4.13M | Sell |
29,870
-770
| -3% | -$106K | 0.12% | 129 |
|
|
2018
Q3 | $4.99M | Sell |
30,640
-196
| -0.6% | -$31.9K | 0.12% | 131 |
|
|
2018
Q2 | $4.37M | Sell |
30,836
-649
| -2% | -$92K | 0.11% | 132 |
|
|
2018
Q1 | $4.23M | Buy |
31,485
+2,297
| +8% | +$309K | 0.11% | 136 |
|
|
2017
Q4 | $3.91M | Buy |
29,188
+516
| +2% | +$69.2K | 0.1% | 134 |
|
|
2017
Q3 | $3.33M | Sell |
28,672
-50
| -0.2% | -$5.8K | 0.09% | 142 |
|
|
2017
Q2 | $3.13M | Sell |
28,722
-18
| -0.1% | -$1.96K | 0.09% | 139 |
|
|
2017
Q1 | $3.04M | Sell |
28,740
-1,480
| -5% | -$157K | 0.09% | 141 |
|
|
2016
Q4 | $3.13M | Buy |
30,220
+1,517
| +5% | +$157K | 0.09% | 139 |
|
|
2016
Q3 | $2.8M | Sell |
28,703
-330
| -1% | -$32.2K | 0.1% | 123 |
|
|
2016
Q2 | $2.53M | Buy |
29,033
+54
| +0.2% | +$4.71K | 0.08% | 144 |
|
|
2016
Q1 | $2.31M | Sell |
28,979
-2,736
| -9% | -$218K | 0.07% | 148 |
|
|
2015
Q4 | $2.48M | Buy |
31,715
+639
| +2% | +$50K | 0.08% | 145 |
|
|
2015
Q3 | $2.75M | Sell |
31,076
-648
| -2% | -$57.3K | 0.09% | 145 |
|
|
2015
Q2 | $3.03M | Buy |
31,724
+178
| +0.6% | +$17K | 0.09% | 144 |
|
|
2015
Q1 | $3.42M | Sell |
31,546
-50
| -0.2% | -$5.42K | 0.1% | 144 |
|
|
2014
Q4 | $3.76M | Sell |
31,596
-90
| -0.3% | -$10.7K | 0.11% | 139 |
|
|
2014
Q3 | $3.44M | Sell |
31,686
-704
| -2% | -$76.3K | 0.1% | 143 |
|
|
2014
Q2 | $3.23M | Buy |
32,390
+766
| +2% | +$76.4K | 0.1% | 135 |
|
|
2014
Q1 | $2.97M | Sell |
31,624
-3,824
| -11% | -$359K | 0.09% | 143 |
|
|
2013
Q4 | $2.98M | Sell |
35,448
-1,660
| -4% | -$139K | 0.09% | 136 |
|
|
2013
Q3 | $2.88M | Buy |
37,108
+400
| +1% | +$31.1K | 0.1% | 137 |
|
|
2013
Q2 | $2.83M | Buy |
+36,708
| New | +$2.83M | 0.1% | 136 |
|