Holistic Planning’s Union Pacific UNP Stock Holding History

Holistic Planning’s Portfolio UNP Stock Details UNP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$657K	Buy
2025 Q2	$629K	Buy
2025 Q1	$639K	Sell
2024 Q4	$628K	Buy
2024 Q3	$675K	Buy
2024 Q2	$485K	Hold
2024 Q1	$485K	Sell
2023 Q4	$487K	Buy