Herold Advisors’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
Q2 | $633K | Sell |
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|
2025
Q1 | $961K | Sell |
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|
2024
Q4 | $940K | Hold |
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|
2024
Q3 | $1.02M | Hold |
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|
2024
Q2 | $932K | Hold |
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|
2024
Q1 | $1.01M | Hold |
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|
2023
Q4 | $1.01M | Hold |
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|
2023
Q3 | $839K | Hold |
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|
2023
Q2 | $843K | Sell |
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|
2023
Q1 | $850K | Sell |
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|
2022
Q4 | $1.12M | Buy |
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|
2022
Q3 | $1.05M | Buy |
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|
2022
Q2 | $1.15M | Hold |
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|
2022
Q1 | $1.48M | Buy |
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|
2021
Q4 | $1.34M | Hold |
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|
2021
Q3 | $1.04M | Buy |
|