Financial Synergies Wealth Advisors’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $363K | Buy |
+1,578
| New | +$363K | 0.04% | 74 |
|
|
2024
Q2 | – | Sell |
-68
| Closed | -$16.7K | – | 447 |
|
|
2024
Q1 | $16.7K | Hold |
68
| – | – | ﹤0.01% | 213 |
|
|
2023
Q4 | $14.1K | Hold |
68
| – | – | ﹤0.01% | 164 |
|
|
2023
Q3 | $13.8K | Hold |
68
| – | – | ﹤0.01% | 210 |
|
|
2023
Q2 | $13.9K | Hold |
68
| – | – | ﹤0.01% | 204 |
|
|
2023
Q1 | $13.7K | Hold |
68
| – | – | ﹤0.01% | 211 |
|
|
2022
Q4 | $14.1K | Buy |
+68
| New | +$14.1K | ﹤0.01% | 164 |
|