Everhart Financial Group’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 | $728K | Buy |
|
|||||
|
2025
Q2 | $520K | Sell |
|
|||||
|
2025
Q1 | $564K | Buy |
|
|||||
|
2024
Q4 | $374K | Sell |
|
|||||
|
2024
Q3 | $593K | Buy |
|
|||||
|
2024
Q2 | $460K | Buy |
|
|||||
|
2024
Q1 | $383K | Buy |
|
|||||
|
2023
Q4 | $333K | Buy |
|
|||||
|
2023
Q3 | $229K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $217K | Sell |
|
|||||
|
2022
Q3 | $257K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $266K | Buy |
|