BigSur Wealth Management’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
Q3 | $792K | Buy |
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|
2025
Q2 | $724K | Buy |
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|
2025
Q1 | $709K | Sell |
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|
2024
Q4 | $698K | Buy |
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|
2024
Q3 | $729K | Buy |
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|
2024
Q2 | $613K | Sell |
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|
2024
Q1 | $690K | Buy |
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|
2023
Q4 | $677K | Buy |
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|
2023
Q3 | $552K | Sell |
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|
2023
Q2 | $575K | Sell |
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|
2023
Q1 | $767K | Hold |
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|
2022
Q4 | $789K | Buy |
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|
2022
Q3 | $732K | Sell |
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|
2022
Q2 | $804K | Hold |
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|
2022
Q1 | $1.03M | Buy |
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|
2021
Q4 | $947K | Sell |
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|
2021
Q3 | $755K | Hold |
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|
2021
Q2 | $847K | Hold |
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|
2021
Q1 | $849K | Sell |
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|
2020
Q4 | $885K | Sell |
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|
2020
Q3 | $847K | Sell |
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|
2020
Q2 | $846K | Buy |
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|
2020
Q1 | $686K | Buy |
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|
2019
Q4 | $869K | Hold |
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|
2019
Q3 | $778K | Sell |
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|
2019
Q2 | $875K | Hold |
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|
2019
Q1 | $853K | Hold |
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|
2018
Q4 | $705K | Buy |
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|
2018
Q3 | $736K | Sell |
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|
2018
Q2 | $655K | Hold |
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|
2018
Q1 | $621K | Sell |
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|
2017
Q4 | $643K | Buy |
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|
2017
Q3 | $556K | Buy |
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|
2017
Q2 | $480K | Buy |
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|
2017
Q1 | $511K | Sell |
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|
2016
Q4 | $488K | Buy |
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