Invenio Wealth Partners’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 | $241K | Buy |
1,047
+76
| +8% | +$17.5K | 0.1% | 85 |
|
|
2025
Q1 | $229K | Buy |
971
+2
| +0.2% | +$472 | 0.1% | 86 |
|
|
2024
Q4 | $221K | Buy |
969
+28
| +3% | +$6.39K | 0.09% | 91 |
|
|
2024
Q3 | $232K | Buy |
941
+20
| +2% | +$4.93K | 0.1% | 92 |
|
|
2024
Q2 | $208K | Sell |
921
-2
| -0.2% | -$453 | 0.1% | 92 |
|
|
2024
Q1 | $227K | Buy |
+923
| New | +$227K | 0.12% | 91 |
|