Accel Wealth Management’s Union Pacific UNP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$229K Sell
997
-9
-0.9% -$2.07K 0.08% 227
2025
Q1
$238K Buy
1,006
+8
+0.8% +$1.89K 0.09% 213
2024
Q4
$227K Buy
998
+4
+0.4% +$912 0.09% 217
2024
Q3
$245K Buy
994
+18
+2% +$4.44K 0.09% 206
2024
Q2
$221K Buy
976
+43
+5% +$9.73K 0.09% 211
2024
Q1
$230K Buy
+933
New +$230K 0.1% 192
2023
Q2
Sell
-367
Closed -$73.8K 825
2023
Q1
$73.8K Buy
367
+2
+0.5% +$402 0.03% 391
2022
Q4
$75.6K Buy
365
+1
+0.3% +$207 0.04% 287
2022
Q3
$75K Buy
364
+2
+0.6% +$412 0.04% 294
2022
Q2
$76K Buy
362
+11
+3% +$2.31K 0.04% 277
2022
Q1
$91K Buy
351
+1
+0.3% +$259 0.05% 269
2021
Q4
$88K Buy
350
+1
+0.3% +$251 0.04% 282
2021
Q3
$68K Buy
349
+1
+0.3% +$195 0.04% 278
2021
Q2
$77K Buy
348
+1
+0.3% +$221 0.05% 269
2021
Q1
$76K Buy
347
+93
+37% +$20.4K 0.06% 253
2020
Q4
$53K Buy
+254
New +$53K 0.05% 286