BSW Wealth Partners’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 | $1.18M | Sell |
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|
2025
Q2 | $1.26M | Sell |
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|
2025
Q1 | $1.29M | Sell |
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|
2024
Q4 | $1.3M | Buy |
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|
2024
Q3 | $1.37M | Buy |
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|
2024
Q2 | $944K | Buy |
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|
2024
Q1 | $1.02M | Buy |
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|
2023
Q4 | $980K | Buy |
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|
2023
Q3 | $812K | Buy |
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|
2023
Q2 | $813K | Buy |
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|
2023
Q1 | $794K | Buy |
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|
2022
Q4 | $811K | Buy |
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|
2022
Q3 | $675K | Buy |
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|
2022
Q2 | $738K | Buy |
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|
2022
Q1 | $904K | Buy |
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|
2021
Q4 | $826K | Buy |
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|
2021
Q3 | $276K | Sell |
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|
2021
Q2 | $310K | Sell |
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|
2021
Q1 | $316K | Sell |
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|
2020
Q4 | $397K | Buy |
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|
2020
Q3 | $375K | Sell |
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|
2020
Q2 | $325K | Buy |
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|
2020
Q1 | $267K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $310K | Buy |
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|
2019
Q2 | $313K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $217K | Buy |
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