Beverly Hills Private Wealth’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	$966K	Buy	3,980 +75	+2%	+$18.4K	0.16%	128
2025 Q4	$903K	Sell	3,905 -108	-3%	-$24.7K	0.15%	130
2025 Q3	$949K	Sell	4,013 -254	-6%	-$57.2K	0.17%	131
2025 Q2	$982K	Sell	4,267 -151	-3%	-$33.5K	0.18%	128
2025 Q1	$1.04M	Sell	4,418 -247	-5%	-$59.5K	0.21%	118
2024 Q4	$1.06M	Sell	4,665 -220	-5%	-$52.1K	0.21%	114
2024 Q3	$1.2M	Sell	4,885 -932	-16%	-$226K	0.24%	111
2024 Q2	$1.32M	Sell	5,817 -503	-8%	-$118K	0.29%	92
2024 Q1	$1.55M	Sell	6,320 -667	-10%	-$164K	0.36%	74
2023 Q4	$1.72M	Sell	6,987 -285	-4%	-$62.7K	0.45%	68
2023 Q3	$1.48M	Sell	7,272 -7,950	-52%	-$1.73M	0.44%	69
2023 Q2	$3.48M	Buy	15,222 +7,781	+105%	+$1.55M	0.57%	54
2023 Q1	$1.5M	Buy	7,441 +951	+15%	+$193K	0.46%	63
2022 Q4	$1.34M	Buy	+6,490	New	+$1.33M	0.59%	55