Welch Group’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 | $578K | Buy |
2,512
+539
| +27% | +$124K | 0.02% | 140 |
|
2025
Q1 | $458K | Buy |
1,973
+26
| +1% | +$6.04K | 0.02% | 152 |
|
2024
Q4 | $444K | Buy |
1,947
+2
| +0.1% | +$456 | 0.02% | 163 |
|
2024
Q3 | $479K | Buy |
1,945
+382
| +24% | +$94.2K | 0.02% | 151 |
|
2024
Q2 | $354K | Hold |
1,563
| – | – | 0.02% | 174 |
|
2024
Q1 | $384K | Sell |
1,563
-43
| -3% | -$10.6K | 0.02% | 149 |
|
2023
Q4 | $394K | Buy |
1,606
+1
| +0.1% | +$246 | 0.02% | 146 |
|
2023
Q3 | $327K | Buy |
1,605
+4
| +0.2% | +$815 | 0.02% | 147 |
|
2023
Q2 | $328K | Sell |
1,601
-39
| -2% | -$7.98K | 0.02% | 150 |
|
2023
Q1 | $330K | Sell |
1,640
-25
| -2% | -$5.03K | 0.02% | 147 |
|
2022
Q4 | $345K | Buy |
1,665
+201
| +14% | +$41.6K | 0.02% | 146 |
|
2022
Q3 | $285K | Hold |
1,464
| – | – | 0.02% | 134 |
|
2022
Q2 | $312K | Buy |
1,464
+222
| +18% | +$47.3K | 0.02% | 139 |
|
2022
Q1 | $339K | Hold |
1,242
| – | – | 0.02% | 148 |
|
2021
Q4 | $313K | Buy |
+1,242
| New | +$313K | 0.02% | 167 |
|
2017
Q1 | – | Sell |
-8,781
| Closed | -$910K | – | 133 |
|
2016
Q4 | $910K | Hold |
8,781
| – | – | 0.18% | 46 |
|
2016
Q3 | $856K | Buy |
+8,781
| New | +$856K | 0.17% | 50 |
|
2015
Q3 | – | Sell |
-1,113
| Closed | -$106K | – | 154 |
|
2015
Q2 | $106K | Hold |
1,113
| – | – | 0.02% | 136 |
|
2015
Q1 | $121 | Sell |
1,113
-50
| -4% | -$5 | 0.02% | 135 |
|
2014
Q4 | $139K | Sell |
1,163
-57
| -5% | -$6.81K | 0.03% | 127 |
|
2014
Q3 | $132K | Sell |
1,220
-92
| -7% | -$9.95K | 0.03% | 125 |
|
2014
Q2 | $131K | Buy |
1,312
+50
| +4% | +$4.99K | 0.03% | 130 |
|
2014
Q1 | $118K | Buy |
1,262
+44
| +4% | +$4.11K | 0.03% | 120 |
|
2013
Q4 | $102K | Buy |
+1,218
| New | +$102K | 0.02% | 127 |
|