Heartwood 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
Q3 | $1.37M | Sell |
|
|||||
|
2025
Q2 | $1.34M | Buy |
|
|||||
|
2025
Q1 | $1.28M | Sell |
|
|||||
|
2024
Q4 | $1.24M | Buy |
|
|||||
|
2024
Q3 | $1.34M | Sell |
|
|||||
|
2024
Q2 | $1.25M | Hold |
|
|||||
|
2024
Q1 | $1.35M | Hold |
|
|||||
|
2023
Q4 | $1.35M | Buy |
|
|||||
|
2023
Q3 | $874K | Sell |
|
|||||
|
2023
Q2 | $1.14M | Sell |
|
|||||
|
2023
Q1 | $1.14M | Buy |
|
|||||
|
2022
Q4 | $1.1M | Buy |
|
|||||
|
2022
Q3 | $1M | Sell |
|
|||||
|
2022
Q2 | $1.1M | Sell |
|
|||||
|
2022
Q1 | $1.57M | Buy |
|
|||||
|
2021
Q4 | $1.05M | Hold |
|
|||||
|
2021
Q3 | $816K | Buy |
|
|||||
|
2021
Q2 | $907K | Hold |
|
|||||
|
2021
Q1 | $909K | Hold |
|
|||||
|
2020
Q4 | $858K | Sell |
|
|||||
|
2020
Q3 | $817K | Hold |
|
|||||
|
2020
Q2 | $701K | Hold |
|
|||||
|
2020
Q1 | $585K | Hold |
|
|||||
|
2019
Q4 | $750K | Buy |
|