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Asset Planning Inc’s Union Pacific UNP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$364K Buy
1,582
+58
+4% +$13.3K 0.27% 60
2025
Q1
$360K Sell
1,524
-146
-9% -$34.5K 0.28% 57
2024
Q4
$381K Buy
+1,670
New +$381K 0.29% 55