Confluence Wealth Services’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
$2.57M Sell
2025
Q1
$2.51M Buy
2024
Q4
$2.23M Buy
2024
Q3
$2.19M Sell
2024
Q2
$2.2M Buy
2024
Q1
$2.23M Sell
2023
Q4
$2.23M Buy
2023
Q3
$1.76M Buy
2023
Q2
$1.75M Sell
2023
Q1
$1.94M Buy
2022
Q4
$1.86M Buy
2022
Q3
$1.69M Sell
2022
Q2
$2.09M Buy
2022
Q1
$2.31M Buy
2021
Q4
$2.06M Buy