GoalVest Advisory’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
Sell
2025
Q2
$51.3K Sell
2025
Q1
$53.6K Buy
2024
Q4
$50.9K Hold
2024
Q3
$55K Buy
2023
Q4
Sell
2023
Q3
$815 Buy
2023
Q2
Sell
2023
Q1
$1.42K Hold
2022
Q4
$1.46K Hold
2022
Q3
$1K Sell
2022
Q2
$502K Buy
2022
Q1
$3K Buy
2021
Q1
Sell
2020
Q4
$1K Buy