West Family Investments’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 | $650K | Buy |
2,823
+976
| +53% | +$225K | 0.17% | 124 |
|
|
2025
Q1 | $436K | Hold |
1,847
| – | – | 0.16% | 125 |
|
|
2024
Q4 | $421K | Sell |
1,847
-22
| -1% | -$5.02K | 0.15% | 142 |
|
|
2024
Q3 | $461K | Buy |
1,869
+225
| +14% | +$55.5K | 0.16% | 137 |
|
|
2024
Q2 | $372K | Hold |
1,644
| – | – | 0.11% | 144 |
|
|
2024
Q1 | $404K | Hold |
1,644
| – | – | 0.13% | 139 |
|
|
2023
Q4 | $404K | Buy |
1,644
+25
| +2% | +$6.14K | 0.14% | 119 |
|
|
2023
Q3 | $330K | Buy |
1,619
+16
| +1% | +$3.26K | 0.12% | 142 |
|
|
2023
Q2 | $328K | Buy |
+1,603
| New | +$328K | 0.13% | 147 |
|
|
2023
Q1 | – | Sell |
-1,408
| Closed | -$292K | – | 253 |
|
|
2022
Q4 | $292K | Buy |
+1,408
| New | +$292K | 0.1% | 167 |
|
|
2022
Q3 | – | Sell |
-1,494
| Closed | -$319K | – | 262 |
|
|
2022
Q2 | $319K | Sell |
1,494
-1,187
| -44% | -$253K | 0.13% | 143 |
|
|
2022
Q1 | $732K | Hold |
2,681
| – | – | 0.21% | 77 |
|
|
2021
Q4 | $675K | Sell |
2,681
-118
| -4% | -$29.7K | 0.18% | 97 |
|
|
2021
Q3 | $549K | Buy |
2,799
+936
| +50% | +$184K | 0.14% | 125 |
|
|
2021
Q2 | $410K | Buy |
+1,863
| New | +$410K | 0.11% | 161 |
|