Aviso 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 | $979K | Buy |
4,256
+2
| +0% | +$460 | 0.46% | 57 |
|
|
2025
Q1 | $1.01M | Sell |
4,254
-568
| -12% | -$134K | 0.53% | 50 |
|
|
2024
Q4 | $1.1M | Buy |
4,822
+1,308
| +37% | +$298K | 0.56% | 50 |
|
|
2024
Q3 | $866K | Buy |
3,514
+2,015
| +134% | +$497K | 0.47% | 59 |
|
|
2024
Q2 | $339K | Buy |
1,499
+219
| +17% | +$49.5K | 0.2% | 103 |
|
|
2024
Q1 | $315K | Buy |
+1,280
| New | +$315K | 0.2% | 105 |
|