Allegheny Financial Group’s Union Pacific UNP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.98M	Buy	8,160 +26	+0.3%	+$6.37K	0.27%	63
2025 Q4	$1.88M	Buy	8,134 +6	+0.1%	+$1.37K	0.28%	65
2025 Q3	$1.92M	Buy	8,128 +1,994	+33%	+$449K	0.36%	56
2025 Q2	$1.41M	Buy	6,134 +8	+0.1%	+$1.78K	0.31%	62
2025 Q1	$1.45M	Sell	6,126 -2,100	-26%	-$506K	0.37%	51
2024 Q4	$1.88M	Sell	8,226 -1,302	-14%	-$308K	0.48%	40
2024 Q3	$2.35M	Buy	9,528 +132	+1%	+$32K	0.58%	28
2024 Q2	$2.13M	Sell	9,396 -663	-7%	-$155K	0.61%	26
2024 Q1	$2.47M	Sell	10,059 -826	-8%	-$203K	0.76%	19
2023 Q4	$2.67M	Buy	10,885 +2,000	+23%	+$440K	0.86%	18
2023 Q3	$1.81M	Sell	8,885 -1,948	-18%	-$424K	0.68%	26
2023 Q2	$2.22M	Buy	10,833 +4	+0%	+$795	1.05%	19
2023 Q1	$2.18M	Hold	10,829	–	–	0.88%	22
2022 Q4	$2.24M	Hold	10,829	–	–	0.94%	22
2022 Q3	$2.11M	Hold	10,829	–	–	0.99%	22
2022 Q2	$2.31M	Hold	10,829	–	–	1.08%	22
2022 Q1	$2.96M	Hold	10,829	–	–	1.25%	19
2021 Q4	$2.73M	Hold	10,829	–	–	1.09%	20
2021 Q3	$2.12M	Sell	10,829 -11	-0.1%	-$2.38K	0.97%	24
2021 Q2	$2.38M	Buy	+10,840	New	+$2.41M	1.08%	19
2021 Q1	–	Sell	-10,793	Closed	-$2.25M	–	128
2020 Q4	$2.25M	Buy	+10,793	New	+$2.16M	1.21%	18