Icon Wealth Advisors’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 | $1.97M | Sell |
8,564
-316
| -4% | -$72.7K | 0.14% | 117 |
|
|
2025
Q1 | $2.1M | Buy |
8,880
+2,544
| +40% | +$601K | 0.17% | 98 |
|
|
2024
Q4 | $1.44M | Buy |
6,336
+10
| +0.2% | +$2.28K | 0.12% | 125 |
|
|
2024
Q3 | $1.56M | Sell |
6,326
-917
| -13% | -$226K | 0.13% | 114 |
|
|
2024
Q2 | $1.79M | Buy |
7,243
+2,167
| +43% | +$535K | 0.16% | 98 |
|
|
2024
Q1 | $1.25M | Buy |
5,076
+2,328
| +85% | +$573K | 0.12% | 129 |
|
|
2023
Q4 | $675K | Buy |
+2,748
| New | +$675K | 0.07% | 155 |
|
|
2022
Q4 | $388K | Hold |
1,873
| – | – | 0.04% | 217 |
|
|
2022
Q3 | $365K | Buy |
+1,873
| New | +$365K | 0.04% | 216 |
|