Independent Solutions Wealth Management’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
Q3 | $433K | Buy |
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|
2025
Q2 | $388K | Sell |
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|
2025
Q1 | $414K | Sell |
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|
2024
Q4 | $422K | Sell |
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|
2024
Q3 | $474K | Sell |
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|
2024
Q2 | $435K | Sell |
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|
2024
Q1 | $487K | Hold |
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|
2023
Q4 | $486K | Sell |
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|
2023
Q3 | $512K | Sell |
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|
2023
Q2 | $1.26M | Buy |
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|
2023
Q1 | $1.18M | Buy |
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|
2022
Q4 | $1.18M | Buy |
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|
2022
Q3 | $404K | Buy |
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|
2022
Q2 | $442K | Sell |
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|
2022
Q1 | $706K | Sell |
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|
2021
Q4 | $712K | Sell |
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|
2021
Q3 | $563K | Buy |
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|
2021
Q2 | $629K | Buy |
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|
2021
Q1 | $539K | Sell |
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|
2020
Q4 | $802K | Buy |
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|
2020
Q3 | $748K | Sell |
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|
2020
Q2 | $690K | Sell |
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|
2020
Q1 | $607K | Buy |
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|
2019
Q4 | $492K | Buy |
|