Heritage Wealth Management (Ohio)’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	$1.46M	Sell	6,360 -324	-5%	-$74.6K	0.47%	56
2025 Q1	$1.58M	Sell	6,684 -217	-3%	-$51.3K	0.54%	46
2024 Q4	$1.57M	Sell	6,901 -149	-2%	-$34K	0.52%	47
2024 Q3	$1.74M	Sell	7,050 -75	-1%	-$18.5K	0.57%	37
2024 Q2	$1.6M	Buy	+7,125	New	+$1.6M	0.54%	42