IAG Wealth Partners’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 | $86.6K | Buy |
376
+1
| +0.3% | +$230 | 0.01% | 160 |
|
|
2025
Q1 | $88.6K | Buy |
375
+250
| +200% | +$59.1K | 0.01% | 154 |
|
|
2024
Q4 | $28.5K | Sell |
125
-75
| -38% | -$17.1K | 0.01% | 246 |
|
|
2024
Q3 | $49.3K | Hold |
200
| – | – | 0.01% | 186 |
|
|
2024
Q2 | $45.3K | Hold |
200
| – | – | 0.01% | 184 |
|
|
2024
Q1 | $49.2K | Hold |
200
| – | – | 0.01% | 166 |
|
|
2023
Q4 | $49.1K | Hold |
200
| – | – | 0.01% | 159 |
|
|
2023
Q3 | $40.7K | Hold |
200
| – | – | 0.01% | 162 |
|
|
2023
Q2 | $40.9K | Hold |
200
| – | – | 0.01% | 174 |
|
|
2023
Q1 | $40.3K | Hold |
200
| – | – | 0.01% | 158 |
|
|
2022
Q4 | $41.4K | Sell |
200
-25
| -11% | -$5.18K | 0.01% | 155 |
|
|
2022
Q3 | $44K | Sell |
225
-4
| -2% | -$782 | 0.01% | 135 |
|
|
2022
Q2 | $49K | Sell |
229
-4
| -2% | -$856 | 0.02% | 130 |
|
|
2022
Q1 | $64K | Buy |
233
+33
| +17% | +$9.06K | 0.02% | 119 |
|
|
2021
Q4 | $50K | Sell |
200
-34
| -15% | -$8.5K | 0.02% | 135 |
|
|
2021
Q3 | $46K | Buy |
234
+34
| +17% | +$6.68K | 0.02% | 127 |
|
|
2021
Q2 | $44K | Hold |
200
| – | – | 0.02% | 129 |
|
|
2021
Q1 | $45K | Hold |
200
| – | – | 0.02% | 123 |
|
|
2020
Q4 | $42K | Hold |
200
| – | – | 0.02% | 118 |
|
|
2020
Q3 | $40K | Hold |
200
| – | – | 0.02% | 115 |
|
|
2020
Q2 | $34K | Hold |
200
| – | – | 0.02% | 125 |
|
|
2020
Q1 | $29K | Hold |
200
| – | – | 0.02% | 126 |
|
|
2019
Q4 | $37K | Buy |
+200
| New | +$37K | 0.02% | 126 |
|