Elevation Wealth Partners’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 | $28.8K | Hold |
125
| – | – | 0.01% | 287 |
|
2025
Q1 | $29.5K | Hold |
125
| – | – | 0.01% | 281 |
|
2024
Q4 | $28.5K | Buy |
125
+30
| +32% | +$6.84K | 0.01% | 284 |
|
2024
Q3 | $23.4K | Hold |
95
| – | – | 0.01% | 288 |
|
2024
Q2 | $21.5K | Hold |
95
| – | – | 0.01% | 285 |
|
2024
Q1 | $23.4K | Buy |
+95
| New | +$23.4K | 0.01% | 286 |
|