Exencial 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 | $6.88M | Sell |
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|
2025
Q2 | $6.7M | Sell |
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|
2025
Q1 | $7.16M | Buy |
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|
2024
Q4 | $6.78M | Buy |
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|
2024
Q3 | $345K | Buy |
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|
2024
Q2 | $307K | Sell |
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|
2024
Q1 | $370K | Sell |
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|
2023
Q4 | $375K | Buy |
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|
2023
Q3 | $282K | Sell |
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|
2023
Q2 | $285K | Buy |
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|
2023
Q1 | $279K | Sell |
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|
2022
Q4 | $298K | Buy |
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|
2022
Q3 | $255K | Hold |
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|
2022
Q2 | $279K | Buy |
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|
2022
Q1 | $342K | Sell |
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|
2021
Q4 | $720K | Buy |
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|
2021
Q3 | $374K | Sell |
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|
2021
Q2 | $574K | Sell |
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|
2021
Q1 | $660K | Buy |
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|
2020
Q4 | $507K | Buy |
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|
2020
Q3 | $467K | Buy |
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|
2020
Q2 | $400K | Sell |
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|
2020
Q1 | $349K | Sell |
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|
2019
Q4 | $449K | Buy |
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|
2019
Q3 | $371K | Sell |
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|
2019
Q2 | $410K | Hold |
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|
2019
Q1 | $405K | Sell |
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|
2018
Q4 | $352K | Buy |
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