Charles Schwab Trust’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 | $485K | Hold |
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|
2025
Q2 | $472K | Hold |
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|
2025
Q1 | $485K | Sell |
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|
2024
Q4 | $555K | Hold |
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|
2024
Q3 | $600K | Hold |
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|
2024
Q2 | $550K | Buy |
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|
2024
Q1 | $574K | Sell |
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|
2023
Q4 | $614K | Sell |
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|
2023
Q3 | $1.43M | Sell |
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|
2023
Q2 | $1.36M | Buy |
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|
2023
Q1 | $1.42M | Buy |
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|
2022
Q4 | $1.43M | Sell |
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|
2022
Q3 | $1.36M | Hold |
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|
2022
Q2 | $1.49M | Hold |
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|
2022
Q1 | $1.91M | Buy |
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|
2021
Q4 | $1.61M | Hold |
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|
2021
Q3 | $1.25M | Hold |
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|
2021
Q2 | $1.41M | Sell |
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|
2021
Q1 | $1.42M | Sell |
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|
2020
Q4 | $1.47M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $218K | Buy |
|