Arete Wealth Advisors’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 | $960K | Buy |
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|
2025
Q1 | $965K | Buy |
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|
2024
Q4 | $927K | Buy |
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|
2024
Q3 | $493K | Sell |
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|
2024
Q2 | $1.05M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.33M | Buy |
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|
2023
Q3 | $993K | Buy |
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|
2023
Q2 | $260K | Sell |
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|
2023
Q1 | $294K | Sell |
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|
2022
Q4 | $362M | Buy |
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|
2022
Q3 | $309K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $419K | Sell |
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|
2021
Q4 | $486K | Buy |
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|
2021
Q3 | $250K | Sell |
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|
2021
Q2 | $237K | Sell |
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|
2021
Q1 | $311K | Buy |
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|
2020
Q4 | $248K | Sell |
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|
2020
Q3 | $811K | Buy |
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|
2020
Q2 | $670K | Sell |
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|
2020
Q1 | $570K | Sell |
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|
2019
Q4 | $823K | Sell |
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|
2019
Q3 | $749K | Buy |
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|
2019
Q2 | $750K | Sell |
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|
2019
Q1 | $744K | Buy |
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|
2018
Q4 | $445K | Buy |
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|
2018
Q3 | $218K | Buy |
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