Ipsen Advisor Group’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
$537K Buy
2,336
+135
+6% +$31.1K 0.41% 63
2025
Q1
$520K Sell
2,201
-20
-0.9% -$4.73K 0.45% 56
2024
Q4
$507K Buy
+2,221
New +$507K 0.43% 55
2022
Q4
$426K Buy
+2,057
New +$426K 0.49% 50