World Equity 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 | $351K | Sell |
1,523
-69
| -4% | -$15.9K | 0.1% | 220 |
|
2025
Q1 | $377K | Sell |
1,592
-1,838
| -54% | -$435K | 0.11% | 192 |
|
2024
Q4 | $782K | Buy |
3,430
+1,554
| +83% | +$354K | 0.17% | 132 |
|
2024
Q3 | $462K | Buy |
1,876
+29
| +2% | +$7.15K | 0.17% | 138 |
|
2024
Q2 | $418K | Sell |
1,847
-6,465
| -78% | -$1.46M | 0.12% | 176 |
|
2024
Q1 | $2.04M | Buy |
8,312
+26
| +0.3% | +$6.4K | 0.42% | 62 |
|
2023
Q4 | $2.04M | Buy |
8,286
+182
| +2% | +$44.7K | 0.41% | 55 |
|
2023
Q3 | $1.65M | Buy |
8,104
+4,613
| +132% | +$939K | 0.34% | 66 |
|
2023
Q2 | $714K | Sell |
3,491
-5,204
| -60% | -$1.06M | 0.21% | 123 |
|
2023
Q1 | $308K | Buy |
8,695
+5,142
| +145% | +$182K | 0.05% | 372 |
|
2022
Q4 | $736K | Sell |
3,553
-90
| -2% | -$18.6K | 0.17% | 135 |
|
2022
Q3 | $710K | Sell |
3,643
-135
| -4% | -$26.3K | 0.18% | 129 |
|
2022
Q2 | $806K | Sell |
3,778
-166
| -4% | -$35.4K | 0.2% | 129 |
|
2022
Q1 | $1.08M | Buy |
+3,944
| New | +$1.08M | 0.23% | 121 |
|