Annex Advisory Services’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
Q3
$688K Sell
2025
Q2
$895K Sell
2025
Q1
$1.28M Sell
2024
Q4
$1.77M Sell
2024
Q3
$15.4M Buy
2024
Q2
$12.5M Sell
2024
Q1
$15.2M Buy
2023
Q4
$14.1M Buy
2023
Q3
$10.8M Buy
2023
Q2
$9.13M Buy
2023
Q1
$8.68M Buy
2022
Q4
$8.74M Buy
2022
Q3
$7.84M Sell
2022
Q2
$8.81M Buy
2022
Q1
$10.9M Buy
2021
Q4
$9M Sell
2021
Q3
$7.58M Buy
2021
Q2
$5.68M Buy
2021
Q1
$5.03M Buy
2020
Q4
$2.01M Buy