Heritage Financial Services’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 | $203K | Sell |
883
-31
| -3% | -$7.13K | 0.02% | 120 |
|
|
2025
Q1 | $216K | Buy |
+914
| New | +$216K | 0.02% | 111 |
|
|
2024
Q1 | – | Sell |
-836
| Closed | -$205K | – | 110 |
|
|
2023
Q4 | $205K | Buy |
+836
| New | +$205K | 0.03% | 97 |
|
|
2022
Q3 | – | Sell |
-532
| Closed | -$113K | – | 448 |
|
|
2022
Q2 | $113K | Buy |
+532
| New | +$113K | 0.06% | 106 |
|