HIG
Heritage Investment Group’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $560K | Buy |
2,433
+113
| +5% | +$26K | 0.1% | 62 |
|
|
2025
Q1 | $548K | Hold |
2,320
| – | – | 0.1% | 58 |
|
|
2024
Q4 | $529K | Sell |
2,320
-33
| -1% | -$7.52K | 0.1% | 56 |
|
|
2024
Q3 | $580K | Buy |
2,353
+64
| +3% | +$15.8K | 0.11% | 50 |
|
|
2024
Q2 | $518K | Hold |
2,289
| – | – | 0.11% | 48 |
|
|
2024
Q1 | $563K | Sell |
2,289
-7
| -0.3% | -$1.72K | 0.12% | 47 |
|
|
2023
Q4 | $564K | Buy |
2,296
+7
| +0.3% | +$1.72K | 0.13% | 42 |
|
|
2023
Q3 | $466K | Buy |
2,289
+210
| +10% | +$42.8K | 0.13% | 49 |
|
|
2023
Q2 | $425K | Buy |
2,079
+227
| +12% | +$46.4K | 0.12% | 54 |
|
|
2023
Q1 | $373K | Buy |
1,852
+7
| +0.4% | +$1.41K | 0.11% | 51 |
|
|
2022
Q4 | $382K | Sell |
1,845
-405
| -18% | -$83.9K | 0.12% | 50 |
|
|
2022
Q3 | $438K | Buy |
2,250
+7
| +0.3% | +$1.36K | 0.27% | 42 |
|
|
2022
Q2 | $478K | Hold |
2,243
| – | – | 0.28% | 37 |
|
|
2022
Q1 | $613K | Buy |
2,243
+180
| +9% | +$49.2K | 0.44% | 31 |
|
|
2021
Q4 | $520K | Buy |
+2,063
| New | +$520K | 0.41% | 38 |
|