Envestnet Portfolio Solutions’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
$21.5M Buy
93,337
+8,925
+11% +$2.05M 0.08% 125
2025
Q1
$19.9M Sell
84,412
-21,194
-20% -$5.01M 0.08% 126
2024
Q4
$24.1M Sell
105,606
-18,685
-15% -$4.26M 0.08% 120
2024
Q3
$30.6M Sell
124,291
-2,509
-2% -$618K 0.1% 103
2024
Q2
$28.7M Buy
126,800
+431
+0.3% +$97.5K 0.1% 105
2024
Q1
$31.1M Buy
126,369
+20,173
+19% +$4.96M 0.12% 96
2023
Q4
$26.1M Buy
106,196
+3,938
+4% +$967K 0.11% 105
2023
Q3
$20.8M Buy
+102,258
New +$20.8M 0.1% 105