Icon Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $306K | Sell |
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|
2023
Q2 | $400K | Buy |
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|
2023
Q1 | $378K | Buy |
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|
2022
Q2 | $380K | Sell |
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|
2022
Q1 | $517K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $365K | Sell |
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|
2021
Q2 | $505K | Buy |
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|
2021
Q1 | $492K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $375K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $41K | Sell |
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|
2018
Q4 | $176K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $58K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $119K | Buy |
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