West Oak Capital’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 | $1.94K | Hold |
845
| – | – | 0.08% | 119 |
|
2025
Q1 | $2K | Hold |
845
| – | – | 0.08% | 116 |
|
2024
Q4 | $1.93M | Hold |
845
| – | – | 0.07% | 117 |
|
2024
Q3 | $2.08K | Hold |
845
| – | – | 0.04% | 116 |
|
2024
Q2 | $191K | Hold |
845
| – | – | 0.08% | 123 |
|
2024
Q1 | $208K | Hold |
845
| – | – | 0.09% | 122 |
|
2023
Q4 | $201K | Hold |
845
| – | – | 0.09% | 123 |
|
2023
Q3 | $172K | Hold |
845
| – | – | 0.09% | 120 |
|
2023
Q2 | $173K | Hold |
845
| – | – | 0.08% | 125 |
|
2023
Q1 | $170K | Hold |
845
| – | – | 0.09% | 121 |
|
2022
Q4 | $175K | Hold |
845
| – | – | 0.09% | 115 |
|
2022
Q3 | $165K | Hold |
845
| – | – | 0.09% | 123 |
|
2022
Q2 | $180K | Hold |
845
| – | – | 0.09% | 118 |
|
2022
Q1 | $231K | Hold |
845
| – | – | 0.1% | 121 |
|
2021
Q4 | $213K | Hold |
845
| – | – | 0.08% | 127 |
|
2021
Q3 | $166K | Hold |
845
| – | – | 0.06% | 134 |
|
2021
Q2 | $186K | Hold |
845
| – | – | 0.07% | 128 |
|
2021
Q1 | $186K | Hold |
845
| – | – | 0.08% | 126 |
|
2020
Q4 | $176K | Hold |
845
| – | – | 0.08% | 121 |
|
2020
Q3 | $166K | Hold |
845
| – | – | 0.09% | 117 |
|
2020
Q2 | $143K | Hold |
845
| – | – | 0.08% | 120 |
|
2020
Q1 | $119K | Hold |
845
| – | – | 0.08% | 121 |
|
2019
Q4 | $153K | Hold |
845
| – | – | 0.09% | 122 |
|
2019
Q3 | $137K | Sell |
845
-100
| -11% | -$16.2K | 0.08% | 122 |
|
2019
Q2 | $160K | Hold |
945
| – | – | 0.1% | 119 |
|
2019
Q1 | $158K | Hold |
945
| – | – | 0.1% | 117 |
|
2018
Q4 | $131K | Hold |
945
| – | – | 0.09% | 121 |
|
2018
Q3 | $154K | Sell |
945
-52
| -5% | -$8.47K | 0.09% | 124 |
|
2018
Q2 | $141K | Hold |
997
| – | – | 0.09% | 125 |
|
2018
Q1 | $134K | Hold |
997
| – | – | 0.08% | 129 |
|
2017
Q4 | $134K | Hold |
997
| – | – | 0.08% | 129 |
|
2017
Q3 | $116K | Hold |
997
| – | – | 0.07% | 141 |
|
2017
Q2 | $109K | Hold |
997
| – | – | 0.07% | 144 |
|
2017
Q1 | $106K | Sell |
997
-33
| -3% | -$3.5K | 0.07% | 143 |
|
2016
Q4 | $107K | Sell |
1,030
-64
| -6% | -$6.64K | 0.07% | 139 |
|
2016
Q3 | $107K | Buy |
1,094
+64
| +6% | +$6.24K | 0.07% | 140 |
|
2016
Q2 | $89.9K | Hold |
1,030
| – | – | 0.06% | 135 |
|
2016
Q1 | $81.9K | Hold |
1,030
| – | – | 0.06% | 130 |
|
2015
Q4 | $80.5K | Hold |
1,030
| – | – | 0.06% | 133 |
|
2015
Q3 | $91.1K | Hold |
1,030
| – | – | 0.07% | 129 |
|
2015
Q2 | $98.2K | Hold |
1,030
| – | – | 0.07% | 127 |
|
2015
Q1 | $112K | Hold |
1,030
| – | – | 0.08% | 124 |
|
2014
Q4 | $123K | Hold |
1,030
| – | – | 0.09% | 119 |
|
2014
Q3 | $112K | Hold |
1,030
| – | – | 0.08% | 118 |
|
2014
Q2 | $103K | Hold |
1,030
| – | – | 0.07% | 122 |
|
2014
Q1 | $96.6K | Hold |
1,030
| – | – | 0.07% | 122 |
|
2013
Q4 | $86.5K | Hold |
1,030
| – | – | 0.06% | 122 |
|
2013
Q3 | $80K | Hold |
1,030
| – | – | 0.06% | 125 |
|
2013
Q2 | $79.5K | Buy |
+1,030
| New | +$79.5K | 0.07% | 123 |
|