Baltimore-Washington Financial 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
2026 Q1	$743K	Buy	3,061 +962	+46%	+$236K	0.03%	99
2025 Q4	$486K	Hold	2,099	–	–	0.02%	118
2025 Q3	$496K	Sell	2,099 -54	-3%	-$12.2K	0.02%	115
2025 Q2	$495K	Hold	2,153	–	–	0.02%	112
2025 Q1	$509K	Sell	2,153 -7	-0.3%	-$1.69K	0.03%	100
2024 Q4	$493K	Buy	2,160 +29	+1%	+$6.87K	0.03%	103
2024 Q3	$525K	Buy	+2,131	New	+$517K	0.03%	102
2015 Q4	–	Sell	-728	Closed	-$64K	–	245
2015 Q3	$64K	Hold	728	–	–	0.02%	118
2015 Q2	$69K	Hold	728	–	–	0.02%	116
2015 Q1	$79K	Sell	728 -9	-1%	-$1.06K	0.02%	118
2014 Q4	$88K	Buy	737 +200	+37%	+$23K	0.03%	118
2014 Q3	$58K	Sell	537 -791	-60%	-$81.9K	0.02%	130
2014 Q2	$132K	Buy	1,328 +800	+152%	+$77.5K	0.04%	120
2014 Q1	$50K	Sell	528 -1,200	-69%	-$107K	0.02%	135
2013 Q4	$145K	Buy	1,728 +480	+38%	+$38K	0.05%	116
2013 Q3	$97K	Buy	1,248 +720	+136%	+$56.9K	0.04%	96
2013 Q2	$41K	Buy	+528	New	+$39.8K	0.02%	111