Evernest Financial Advisors’s Union Pacific UNP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,213
Closed -$275K 165
2024
Q2
$275K Hold
1,213
0.12% 114
2024
Q1
$282K Buy
1,213
+178
+17% +$41.3K 0.13% 111
2023
Q4
$254K Buy
+1,035
New +$254K 0.13% 115
2021
Q4
$258K Buy
+1,035
New +$258K 0.13% 110