Curated 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
Q3 | $1.2M | Buy |
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|
2025
Q2 | $1.02M | Buy |
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|
2025
Q1 | $1.04M | Buy |
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|
2024
Q4 | $974K | Buy |
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|
2024
Q3 | $992K | Buy |
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|
2024
Q2 | $902K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $869K | Sell |
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|
2023
Q3 | $738K | Sell |
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|
2023
Q2 | $785K | Sell |
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|
2023
Q1 | $789K | Sell |
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|
2022
Q4 | $821K | Buy |
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|
2022
Q3 | $710K | Buy |
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|
2022
Q2 | $763K | Buy |
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