Genesis Private Wealth’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
$212K Sell
923
-47
-5% -$10.8K 0.1% 143
2025
Q1
$229K Sell
970
-71
-7% -$16.8K 0.12% 120
2024
Q4
$237K Buy
+1,041
New +$237K 0.13% 109