Encompass Wealth Advisors’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 | $393K | Buy |
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|
2025
Q1 | $403K | Hold |
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|
2024
Q4 | $389K | Sell |
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|
2024
Q3 | $1.63M | Hold |
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|
2024
Q2 | $1.5M | Hold |
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|
2024
Q1 | $1.63M | Hold |
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|
2023
Q4 | $1.63M | Hold |
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|
2023
Q3 | $1.35M | Sell |
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|
2023
Q2 | $1.57M | Hold |
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|
2023
Q1 | $1.55M | Hold |
|
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|
2022
Q4 | $1.59M | Hold |
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|
2022
Q3 | $1.5M | Buy |
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|
2022
Q2 | $1.41M | Hold |
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|
2022
Q1 | $1.81M | Hold |
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|
2021
Q4 | $1.67M | Hold |
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|
2021
Q3 | $1.3M | Sell |
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|
2021
Q2 | $1.79M | Hold |
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|
2021
Q1 | $1.83M | Sell |
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|
2020
Q4 | $1.89M | Buy |
|