Advantage Trust Company’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 | $319K | Buy |
1,386
+800
| +137% | +$184K | 0.16% | 51 |
|
|
2025
Q1 | $138K | Hold |
586
| – | – | 0.08% | 55 |
|
|
2024
Q4 | $134K | Hold |
586
| – | – | 0.08% | 57 |
|
|
2024
Q3 | $144K | Sell |
586
-28
| -5% | -$6.9K | 0.1% | 49 |
|
|
2024
Q2 | $139K | Hold |
614
| – | – | 0.1% | 53 |
|
|
2024
Q1 | $151K | Sell |
614
-200
| -25% | -$49.2K | 0.11% | 56 |
|
|
2023
Q4 | $200K | Buy |
+814
| New | +$200K | 0.16% | 41 |
|