Intelligent Financial Strategies’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 | $600K | Sell |
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|
2025
Q2 | $859K | Hold |
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|
2025
Q1 | $882K | Hold |
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|
2024
Q4 | $851K | Sell |
|
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|
2024
Q3 | $949K | Hold |
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|
2024
Q2 | $871K | Hold |
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|
2024
Q1 | $947K | Hold |
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|
2023
Q4 | $946K | Hold |
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|
2023
Q3 | $784K | Hold |
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|
2023
Q2 | $788K | Hold |
|
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|
2023
Q1 | $775K | Sell |
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|
2022
Q4 | $813K | Buy |
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|
2022
Q3 | $639K | Buy |
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|
2022
Q2 | $699K | Sell |
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|
2022
Q1 | $1.01M | Sell |
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|
2021
Q4 | $1.07M | Buy |
|