Evermay Wealth Management’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 | $441K | Buy |
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|
2025
Q1 | $422K | Sell |
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|
2024
Q4 | $445K | Sell |
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|
2024
Q3 | $510K | Buy |
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|
2024
Q2 | $448K | Buy |
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|
2024
Q1 | $455K | Buy |
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|
2023
Q4 | $453K | Buy |
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|
2023
Q3 | $369K | Buy |
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|
2023
Q2 | $352K | Sell |
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|
2023
Q1 | $352K | Buy |
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|
2022
Q4 | $335K | Sell |
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|
2022
Q3 | $458K | Buy |
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|
2022
Q2 | $483K | Sell |
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|
2022
Q1 | $839K | Buy |
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|
2021
Q4 | $773K | Buy |
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|
2021
Q3 | $599K | Sell |
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|
2021
Q2 | $1.23M | Hold |
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|
2021
Q1 | $1.23M | Buy |
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|
2020
Q4 | $1.13M | Buy |
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|
2020
Q3 | $872K | Hold |
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|
2020
Q2 | $749K | Buy |
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|
2020
Q1 | $307K | Hold |
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|
2019
Q4 | $394K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $259K | Sell |
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|
2017
Q3 | $230K | Hold |
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|
2017
Q2 | $216K | Hold |
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|
2017
Q1 | $210K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $219K | Buy |
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|
2015
Q2 | $225K | Buy |
|