Ascent Wealth Partners’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
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $5.12M | Buy |
|
|||||
|
2024
Q3 | $5.49M | Sell |
|
|||||
|
2024
Q2 | $5.12M | Sell |
|
|||||
|
2024
Q1 | $5.62M | Buy |
|
|||||
|
2023
Q4 | $5.5M | Sell |
|
|||||
|
2023
Q3 | $4.66M | Sell |
|
|||||
|
2023
Q2 | $4.68M | Buy |
|
|||||
|
2023
Q1 | $4.48M | Buy |
|
|||||
|
2022
Q4 | $4.55M | Buy |
|
|||||
|
2022
Q3 | $3.83M | Sell |
|
|||||
|
2022
Q2 | $5M | Buy |
|
|||||
|
2022
Q1 | $6.43M | Buy |
|
|||||
|
2021
Q4 | $5.91M | Buy |
|
|||||
|
2021
Q3 | $4.55M | Sell |
|
|||||
|
2021
Q2 | $5.14M | Sell |
|
|||||
|
2021
Q1 | $5.17M | Buy |
|