AssuredPartners Investment Advisors’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
$273K Sell
1,188
-50
-4% -$11.5K 0.07% 200
2025
Q1
$292K Sell
1,238
-100
-7% -$23.6K 0.06% 273
2024
Q4
$305K Buy
+1,338
New +$305K 0.06% 270