Heritage Wealth Management (Ohio)’s Union Pacific UNP Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio UNP Stock Details UNP Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$1.44M	Buy
2025 Q3	$1.47M	Sell
2025 Q2	$1.46M	Sell
2025 Q1	$1.58M	Sell
2024 Q4	$1.57M	Sell
2024 Q3	$1.74M	Sell
2024 Q2	$1.6M	Buy