Berger Financial Group’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
Q4 | – | Sell |
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|
2025
Q3 | $763K | Sell |
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|
2025
Q2 | $791K | Sell |
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|
2025
Q1 | $832K | Sell |
|
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|
2024
Q4 | $810K | Sell |
|
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|
2024
Q3 | $881K | Buy |
|
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|
2024
Q2 | $214K | Buy |
|
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $479K | Sell |
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|
2023
Q2 | $487K | Sell |
|
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|
2023
Q1 | $481K | Sell |
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|
2022
Q4 | $504K | Sell |
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|
2022
Q3 | $476K | Sell |
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|
2022
Q2 | $526K | Sell |
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|
2022
Q1 | $685K | Buy |
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|
2021
Q4 | $618K | Buy |
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|
2021
Q3 | $351K | Hold |
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|
2021
Q2 | $394K | Sell |
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|
2021
Q1 | $397K | Buy |
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|
2020
Q4 | $373K | Buy |
|