Forum Financial 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
Q3 | $2.2M | Buy |
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|
2025
Q2 | $2.1M | Buy |
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|
2025
Q1 | $1.98M | Sell |
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|
2024
Q4 | $2.01M | Buy |
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|
2024
Q3 | $2.1M | Buy |
|
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|
2024
Q2 | $1.92M | Buy |
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|
2024
Q1 | $1.73M | Buy |
|
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|
2023
Q4 | $1.72M | Sell |
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|
2023
Q3 | $1.62M | Buy |
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|
2023
Q2 | $1.14M | Buy |
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|
2023
Q1 | $840K | Buy |
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|
2022
Q4 | $844K | Sell |
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|
2022
Q3 | $799K | Sell |
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|
2022
Q2 | $961K | Buy |
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|
2022
Q1 | $1.2M | Sell |
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|
2021
Q4 | $1.16M | Buy |
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