Congress Wealth Management’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	$6.38M	Buy	27,749 +508	+2%	+$113K	0.06%	339
2025 Q1	$6.43M	Buy	27,241 +19,770	+265%	+$4.76M	0.08%	284
2024 Q4	$1.7M	Buy	7,471 +403	+6%	+$95.4K	0.02%	435
2024 Q3	$1.74M	Buy	7,068 +1,923	+37%	+$466K	0.02%	445
2024 Q2	$1.16M	Sell	5,145 -323	-6%	-$75.7K	0.02%	408
2024 Q1	$1.35M	Sell	5,468 -37	-0.7%	-$9.11K	0.02%	354
2023 Q4	$1.35M	Buy	5,505 +166	+3%	+$36.5K	0.02%	356
2023 Q3	$1.09M	Buy	5,339 +43	+0.8%	+$9.37K	0.02%	365
2023 Q2	$1.08M	Sell	5,296 -1,855	-26%	-$369K	0.03%	330
2023 Q1	$1.44M	Sell	7,151 -301	-4%	-$61K	0.03%	305
2022 Q4	$1.54M	Buy	7,452 +386	+5%	+$79.2K	0.04%	291
2022 Q3	$1.38M	Sell	7,066 -322	-4%	-$71.3K	0.04%	300
2022 Q2	$1.58M	Buy	7,388 +171	+2%	+$38.9K	0.04%	298
2022 Q1	$1.97M	Buy	7,217 +1,583	+28%	+$400K	0.04%	293
2021 Q4	$1.42M	Buy	+5,634	New	+$1.33M	0.03%	336