Coastal Bridge Advisors’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
Q2 | $2.05M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $776K | Buy |
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|
2024
Q3 | $831K | Hold |
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|
2024
Q2 | $763K | Buy |
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|
2024
Q1 | $792K | Hold |
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|
2023
Q4 | $791K | Buy |
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|
2023
Q3 | $652K | Hold |
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|
2023
Q2 | $655K | Sell |
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|
2023
Q1 | $697K | Hold |
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|
2022
Q4 | $717K | Hold |
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|
2022
Q3 | $675K | Hold |
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|
2022
Q2 | $739K | Hold |
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|
2022
Q1 | $947K | Sell |
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|
2021
Q4 | $1.48M | Buy |
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|
2021
Q3 | $630K | Hold |
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|
2021
Q2 | $707K | Hold |
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|
2021
Q1 | $709K | Hold |
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|
2020
Q4 | $669K | Hold |
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|
2020
Q3 | $633K | Sell |
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|
2020
Q2 | $556K | Hold |
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|
2020
Q1 | $463K | Buy |
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|
2019
Q4 | $581K | Sell |
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|
2019
Q3 | $530K | Buy |
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|
2019
Q2 | $542K | Sell |
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|
2019
Q1 | $547K | Buy |
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|
2018
Q4 | $442K | Hold |
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|
2018
Q3 | $521K | Hold |
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|
2018
Q2 | $453K | Hold |
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|
2018
Q1 | $430K | Hold |
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|
2017
Q4 | $434K | Hold |
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|
2017
Q3 | $371K | Hold |
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|
2017
Q2 | $349K | Hold |
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|
2017
Q1 | $339K | Hold |
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|
2016
Q4 | $332K | Hold |
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|
2016
Q3 | $312K | Hold |
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|
2016
Q2 | $279K | Hold |
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|
2016
Q1 | $255K | Sell |
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|
2015
Q4 | $251K | Buy |
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