GeoWealth 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 | $357K | Sell |
1,551
-230
| -13% | -$52.9K | 0.01% | 495 |
|
|
2025
Q1 | $421K | Sell |
1,781
-1,104
| -38% | -$261K | 0.02% | 464 |
|
|
2024
Q4 | $658K | Sell |
2,885
-530
| -16% | -$121K | 0.02% | 407 |
|
|
2024
Q3 | $842K | Buy |
3,415
+57
| +2% | +$14K | 0.03% | 344 |
|
|
2024
Q2 | $760K | Buy |
3,358
+410
| +14% | +$92.8K | 0.03% | 328 |
|
|
2024
Q1 | $725K | Buy |
2,948
+910
| +45% | +$224K | 0.03% | 353 |
|
|
2023
Q4 | $501K | Buy |
+2,038
| New | +$501K | 0.04% | 336 |
|