Convergence Financial’s Union Pacific UNP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.24M Buy
9,740
+1,071
+12% +$246K 0.39% 46
2025
Q1
$2.05M Buy
8,669
+974
+13% +$230K 0.4% 42
2024
Q4
$1.75M Buy
7,695
+250
+3% +$57K 0.35% 43
2024
Q3
$1.83M Buy
7,445
+2,833
+61% +$698K 0.39% 41
2024
Q2
$1.04M Buy
+4,612
New +$1.04M 0.28% 50