Willow Creek Wealth 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 | $323K | Buy |
1,404
+13
| +0.9% | +$2.99K | 0.03% | 130 |
|
|
2025
Q1 | $329K | Buy |
1,391
+1
| +0.1% | +$236 | 0.03% | 118 |
|
|
2024
Q4 | $317K | Sell |
1,390
-28
| -2% | -$6.39K | 0.03% | 124 |
|
|
2024
Q3 | $350K | Buy |
1,418
+28
| +2% | +$6.9K | 0.04% | 118 |
|
|
2024
Q2 | $315K | Hold |
1,390
| – | – | 0.04% | 119 |
|
|
2024
Q1 | $342K | Sell |
1,390
-125
| -8% | -$30.8K | 0.04% | 114 |
|
|
2023
Q4 | $372K | Buy |
+1,515
| New | +$372K | 0.05% | 97 |
|
|
2022
Q3 | – | Sell |
-951
| Closed | -$203K | – | 133 |
|
|
2022
Q2 | $203K | Sell |
951
-68
| -7% | -$14.5K | 0.04% | 121 |
|
|
2022
Q1 | $278K | Sell |
1,019
-10
| -1% | -$2.73K | 0.06% | 98 |
|
|
2021
Q4 | $259K | Buy |
+1,029
| New | +$259K | 0.05% | 107 |
|