Allworth Financial’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.8M | Buy |
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|
2025
Q1 | $11.5M | Sell |
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|
2024
Q4 | $12.9M | Buy |
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|
2024
Q3 | $12.5M | Buy |
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|
2024
Q2 | $11.5M | Buy |
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|
2024
Q1 | $8.53M | Buy |
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|
2023
Q4 | $7.99M | Buy |
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|
2023
Q3 | $6.12M | Buy |
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|
2023
Q2 | $5.97M | Buy |
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|
2023
Q1 | $5.5M | Buy |
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|
2022
Q4 | $5.43M | Sell |
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|
2022
Q3 | $5.21M | Buy |
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|
2022
Q2 | $5.5M | Buy |
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|
2022
Q1 | $6.72M | Buy |
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|
2021
Q4 | $2.13M | Hold |
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|
2021
Q3 | $1.65M | Buy |
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|
2021
Q2 | $1.81M | Sell |
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|
2021
Q1 | $2.7M | Buy |
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|
2020
Q4 | $921K | Sell |
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|
2020
Q3 | $874K | Sell |
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|
2020
Q2 | $787K | Sell |
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|
2020
Q1 | $1.62M | Buy |
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|
2019
Q4 | $410K | Buy |
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|
2019
Q3 | $287K | Sell |
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|
2019
Q2 | $316K | Sell |
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|
2019
Q1 | $315K | Buy |
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|
2018
Q4 | $205K | Buy |
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|
2018
Q3 | $222K | Buy |
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|
2018
Q2 | $86K | Buy |
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|
2018
Q1 | $64K | Sell |
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|
2017
Q4 | $91K | Buy |
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|
2017
Q3 | $78K | Hold |
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|
2017
Q2 | $74K | Sell |
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|
2017
Q1 | $106K | Sell |
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|
2016
Q4 | $146K | Hold |
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|
2016
Q3 | $138K | Sell |
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|
2016
Q2 | $124K | Hold |
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|
2016
Q1 | $113K | Hold |
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|
2015
Q4 | $111K | Buy |
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|
2015
Q3 | $90K | Hold |
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|
2015
Q2 | $97K | Hold |
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|
2015
Q1 | $111K | Buy |
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