Berry Wealth Group’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 | $1.59M | Sell |
6,905
-158
| -2% | -$36.4K | 1.11% | 27 |
|
|
2025
Q1 | $1.67M | Sell |
7,063
-331
| -4% | -$78.2K | 1.31% | 25 |
|
|
2024
Q4 | $1.69M | Sell |
7,394
-114
| -2% | -$26K | 1.22% | 26 |
|
|
2024
Q3 | $1.85M | Sell |
7,508
-97
| -1% | -$23.9K | 1.33% | 26 |
|
|
2024
Q2 | $1.72M | Buy |
7,605
+62
| +0.8% | +$14K | 1.37% | 21 |
|
|
2024
Q1 | $1.86M | Sell |
7,543
-1,441
| -16% | -$354K | 1.54% | 21 |
|
|
2023
Q4 | $2.21M | Buy |
+8,984
| New | +$2.21M | 2.03% | 20 |
|