Invenio Wealth Partners’s Union Pacific UNP Stock Holding History

Invenio Wealth Partners’s Portfolio UNP Stock Details UNP Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$265K	Sell
2025 Q3	$281K	Buy
2025 Q2	$241K	Buy
2025 Q1	$229K	Buy
2024 Q4	$221K	Buy
2024 Q3	$232K	Buy
2024 Q2	$208K	Sell
2024 Q1	$227K	Buy