Institute for 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 | $1.16M | Sell |
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|
2025
Q2 | $1.14M | Sell |
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|
2025
Q1 | $1.18M | Sell |
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|
2024
Q4 | $1.14M | Sell |
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|
2024
Q3 | $1.25M | Sell |
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|
2024
Q2 | $1.16M | Sell |
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|
2024
Q1 | $1.27M | Buy |
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|
2023
Q4 | $1.27M | Sell |
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|
2023
Q3 | $1.06M | Sell |
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|
2023
Q2 | $1.07M | Sell |
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|
2023
Q1 | $1.08M | Sell |
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|
2022
Q4 | $1.15M | Sell |
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|
2022
Q3 | $1.2M | Sell |
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|
2022
Q2 | $1.31M | Sell |
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|
2022
Q1 | $1.69M | Sell |
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|
2021
Q4 | $1.57M | Sell |
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|
2021
Q3 | $1.24M | Buy |
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|
2021
Q2 | $1.25M | Buy |
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|
2021
Q1 | $1.24M | Buy |
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|
2020
Q4 | $993K | Buy |
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|
2020
Q3 | $846K | Sell |
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|
2020
Q2 | $759K | Buy |
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|
2020
Q1 | $559K | Sell |
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|
2019
Q4 | $731K | Buy |
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|
2019
Q3 | $567K | Sell |
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|
2019
Q2 | $1.1M | Buy |
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|
2019
Q1 | $960K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $415K | Buy |
|
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $689K | Buy |
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|
2013
Q3 | – | Sell |
|
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|
2013
Q2 | $120K | Buy |
|