Forza Wealth Management’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 | $422K | Sell |
1,835
-80
| -4% | -$18.4K | 0.17% | 134 |
|
|
2025
Q1 | $452K | Hold |
1,915
| – | – | 0.2% | 118 |
|
|
2024
Q4 | $437K | Sell |
1,915
-200
| -9% | -$45.6K | 0.2% | 117 |
|
|
2024
Q3 | $521K | Hold |
2,115
| – | – | 0.24% | 111 |
|
|
2024
Q2 | $479K | Hold |
2,115
| – | – | 0.25% | 111 |
|
|
2024
Q1 | $520K | Hold |
2,115
| – | – | 0.27% | 104 |
|
|
2023
Q4 | $519K | Hold |
2,115
| – | – | 0.29% | 102 |
|
|
2023
Q3 | $431K | Hold |
2,115
| – | – | 0.22% | 127 |
|
|
2023
Q2 | $433K | Hold |
2,115
| – | – | 0.22% | 127 |
|
|
2023
Q1 | $426K | Hold |
2,115
| – | – | 0.22% | 132 |
|
|
2022
Q4 | $438K | Buy |
+2,115
| New | +$438K | 0.29% | 93 |
|