Crux Wealth Advisors’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
$250K Sell
1,084
-881
-45% -$203K 0.11% 148
2025
Q1
$464K Sell
1,965
-522
-21% -$123K 0.24% 117
2024
Q4
$567K Buy
+2,487
New +$567K 0.32% 85