Aprio Wealth Management’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 | $427K | Buy |
1,855
+226
| +14% | +$52K | 0.05% | 219 |
|
|
2025
Q1 | $385K | Buy |
1,629
+542
| +50% | +$128K | 0.05% | 222 |
|
|
2024
Q4 | $248K | Buy |
1,087
+124
| +13% | +$28.3K | 0.04% | 251 |
|
|
2024
Q3 | $237K | Buy |
963
+74
| +8% | +$18.2K | 0.04% | 236 |
|
|
2024
Q2 | $201K | Buy |
889
+68
| +8% | +$15.4K | 0.04% | 242 |
|
|
2024
Q1 | $202K | Buy |
+821
| New | +$202K | 0.04% | 225 |
|
|
2022
Q3 | – | Sell |
-1,317
| Closed | -$281K | – | 123 |
|
|
2022
Q2 | $281K | Buy |
+1,317
| New | +$281K | 0.11% | 77 |
|