EverSource 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
Q3 | $1.36M | Buy |
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|
2025
Q2 | $1.3M | Buy |
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|
2025
Q1 | $1.18M | Buy |
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|
2024
Q4 | $916K | Sell |
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|
2024
Q3 | $1.01M | Buy |
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|
2024
Q2 | $1M | Buy |
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|
2024
Q1 | $964K | Buy |
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|
2023
Q4 | $576K | Buy |
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|
2023
Q3 | $458K | Buy |
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|
2023
Q2 | $419K | Sell |
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|
2023
Q1 | $435K | Sell |
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|
2022
Q4 | $491K | Sell |
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|
2022
Q3 | $667K | Sell |
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|
2022
Q2 | $902K | Sell |
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|
2022
Q1 | $1.28M | Buy |
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|
2021
Q4 | $918K | Buy |
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