Concord 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
Q2 | $2.93M | Sell |
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|
2025
Q1 | $3.11M | Sell |
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|
2024
Q4 | $3.12M | Buy |
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|
2024
Q3 | $3.18M | Buy |
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|
2024
Q2 | $2.77M | Buy |
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|
2024
Q1 | $2.65M | Buy |
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|
2023
Q4 | $2.32M | Buy |
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|
2023
Q3 | $1.51M | Buy |
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|
2023
Q2 | $657K | Buy |
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|
2023
Q1 | $359K | Buy |
|
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|
2022
Q4 | $282K | Sell |
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|
2022
Q3 | $509K | Sell |
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|
2022
Q2 | $606K | Buy |
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|
2022
Q1 | $747K | Buy |
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|
2021
Q4 | $654K | Buy |
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|
2021
Q3 | $171K | Sell |
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|
2021
Q2 | $491K | Buy |
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|
2021
Q1 | $398K | Buy |
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|
2020
Q4 | $189K | Buy |
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