Heritage Investment Group’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 | $571K | Sell |
|
|||||
|
2025
Q2 | $560K | Buy |
|
|||||
|
2025
Q1 | $548K | Hold |
|
|||||
|
2024
Q4 | $529K | Sell |
|
|||||
|
2024
Q3 | $580K | Buy |
|
|||||
|
2024
Q2 | $518K | Hold |
|
|||||
|
2024
Q1 | $563K | Sell |
|
|||||
|
2023
Q4 | $564K | Buy |
|
|||||
|
2023
Q3 | $466K | Buy |
|
|||||
|
2023
Q2 | $425K | Buy |
|
|||||
|
2023
Q1 | $373K | Buy |
|
|||||
|
2022
Q4 | $382K | Sell |
|
|||||
|
2022
Q3 | $438K | Buy |
|
|||||
|
2022
Q2 | $478K | Hold |
|
|||||
|
2022
Q1 | $613K | Buy |
|
|||||
|
2021
Q4 | $520K | Buy |
|