Holistic Financial Partners’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 | $335K | Sell |
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|
2025
Q1 | $405K | Buy |
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|
2024
Q4 | $387K | Buy |
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|
2024
Q3 | $391K | Buy |
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|
2024
Q2 | $330K | Sell |
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|
2024
Q1 | $484K | Buy |
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|
2023
Q4 | $438K | Buy |
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|
2023
Q3 | $277K | Buy |
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|
2023
Q2 | $276K | Sell |
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|
2023
Q1 | $303K | Sell |
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|
2022
Q4 | $313K | Buy |
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|
2022
Q3 | $255K | Buy |
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|
2022
Q2 | $234K | Sell |
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|
2022
Q1 | $364K | Buy |
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|
2021
Q4 | $316K | Buy |
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|
2021
Q3 | $218K | Sell |
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|
2021
Q2 | $355K | Sell |
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|
2021
Q1 | $357K | Buy |
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|
2020
Q4 | $307K | Buy |
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|
2020
Q3 | $283K | Buy |
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|
2020
Q2 | $233K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $258K | Sell |
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|
2019
Q3 | $260K | Sell |
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|
2019
Q2 | $276K | Buy |
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|
2019
Q1 | $254K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $132K | Sell |
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|
2017
Q4 | $133K | Buy |
|