Forvis Mazars 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
Q2 | – | Sell |
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|
2025
Q1 | $2.97M | Buy |
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|
2024
Q4 | $2.71M | Buy |
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|
2024
Q3 | $2.9M | Sell |
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|
2024
Q2 | $2.68M | Sell |
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|
2024
Q1 | $2.98M | Buy |
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|
2023
Q4 | $2.81M | Sell |
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|
2023
Q3 | $2.37M | Sell |
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|
2023
Q2 | $3.67M | Buy |
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|
2023
Q1 | $2.09M | Buy |
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|
2022
Q4 | $1.94M | Buy |
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|
2022
Q3 | $1.65M | Buy |
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|
2022
Q2 | $1.77M | Buy |
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|
2022
Q1 | $2.19M | Buy |
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|
2021
Q4 | $1.94M | Buy |
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|
2021
Q3 | $1.49M | Buy |
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|
2021
Q2 | $1.54M | Buy |
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|
2021
Q1 | $1.46M | Sell |
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|
2020
Q4 | $1.77M | Buy |
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|
2020
Q3 | $1.55M | Buy |
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|
2020
Q2 | $1.32M | Buy |
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|
2020
Q1 | $969K | Buy |
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|
2019
Q4 | $982K | Buy |
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|
2019
Q3 | $767K | Sell |
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|
2019
Q2 | $832K | Sell |
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|
2019
Q1 | $861K | Buy |
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|
2018
Q4 | $624K | Sell |
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|
2018
Q3 | $784K | Sell |
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|
2018
Q2 | $692K | Sell |
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|
2018
Q1 | $710K | Buy |
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|
2017
Q4 | $609K | Sell |
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|
2017
Q3 | $529K | Buy |
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|
2017
Q2 | $480K | Buy |
|
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|
2017
Q1 | $438K | Sell |
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|
2016
Q4 | $501K | Buy |
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|
2016
Q3 | $456K | Sell |
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|
2016
Q2 | $420K | Sell |
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|
2016
Q1 | $390K | Buy |
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|
2015
Q4 | $334K | Buy |
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|
2015
Q3 | $347K | Sell |
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|
2015
Q2 | $507K | Sell |
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|
2015
Q1 | $643K | Buy |
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|
2014
Q4 | $506K | Buy |
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|
2014
Q3 | $406K | Hold |
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|
2014
Q2 | $374K | Sell |
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|
2014
Q1 | $474K | Sell |
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|
2013
Q4 | $424K | Buy |
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|
2013
Q3 | $390K | Sell |
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|
2013
Q2 | $446K | Buy |
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