Westside Investment Management’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 | $89.2K | Buy |
385
+120
| +45% | +$27.8K | 0.02% | 359 |
|
|
2025
Q1 | $62.6K | Hold |
265
| – | – | 0.01% | 370 |
|
|
2024
Q4 | $60.4K | Hold |
265
| – | – | 0.01% | 375 |
|
|
2024
Q3 | $65.3K | Hold |
265
| – | – | 0.01% | 361 |
|
|
2024
Q2 | $60K | Hold |
265
| – | – | 0.01% | 365 |
|
|
2024
Q1 | $65.2K | Hold |
265
| – | – | 0.02% | 344 |
|
|
2023
Q4 | $65.1K | Hold |
265
| – | – | 0.02% | 329 |
|
|
2023
Q3 | $54K | Sell |
265
-25
| -9% | -$5.09K | 0.02% | 332 |
|
|
2023
Q2 | $59.3K | Hold |
290
| – | – | 0.02% | 332 |
|
|
2023
Q1 | $58.4K | Hold |
290
| – | – | 0.02% | 340 |
|
|
2022
Q4 | $60 | Hold |
290
| – | – | ﹤0.01% | 403 |
|
|
2022
Q3 | $56 | Hold |
290
| – | – | ﹤0.01% | 405 |
|
|
2022
Q2 | $61 | Buy |
290
+2
| +0.7% | – | ﹤0.01% | 392 |
|
|
2022
Q1 | $78 | Hold |
288
| – | – | ﹤0.01% | 384 |
|
|
2021
Q4 | $72 | Hold |
288
| – | – | ﹤0.01% | 377 |
|
|
2021
Q3 | $56 | Hold |
288
| – | – | ﹤0.01% | 384 |
|
|
2021
Q2 | $63 | Hold |
288
| – | – | ﹤0.01% | 364 |
|
|
2021
Q1 | $63 | Hold |
288
| – | – | ﹤0.01% | 356 |
|
|
2020
Q4 | $59 | Buy |
288
+23
| +9% | +$5 | ﹤0.01% | 333 |
|
|
2020
Q3 | $52 | Hold |
265
| – | – | ﹤0.01% | 340 |
|
|
2020
Q2 | $44 | Hold |
265
| – | – | ﹤0.01% | 339 |
|
|
2020
Q1 | $37 | Buy |
+265
| New | +$37 | ﹤0.01% | 354 |
|
|
2019
Q2 | $44 | Buy |
+265
| New | +$44 | ﹤0.01% | 333 |
|
|
2018
Q4 | $36.6K | Sell |
265
-133
| -33% | -$18.4K | 0.01% | 324 |
|
|
2018
Q3 | $65.3K | Hold |
398
| – | – | 0.02% | 242 |
|
|
2018
Q2 | $56.9K | Sell |
398
-9
| -2% | -$1.29K | 0.02% | 282 |
|
|
2018
Q1 | $54.2K | Hold |
407
| – | – | 0.03% | 276 |
|
|
2017
Q4 | $56.7K | Sell |
407
-15
| -4% | -$2.09K | 0.03% | 266 |
|
|
2017
Q3 | $48.1K | Sell |
422
-91
| -18% | -$10.4K | 0.03% | 274 |
|
|
2017
Q2 | $55.7K | Buy |
513
+153
| +43% | +$16.6K | 0.04% | 252 |
|
|
2017
Q1 | $38.4K | Hold |
360
| – | – | 0.02% | 277 |
|
|
2016
Q4 | $37.5K | Buy |
+360
| New | +$37.5K | 0.03% | 207 |
|