Klingman & Associates’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  | $408K | Sell | 
         | 
    |||||
| 
        
          
      
        2025
         Q2  | $417K | Buy | 
         | 
    |||||
| 
        
          
      
        2025
         Q1  | $270K | Sell | 
         | 
    |||||
| 
        
          
      
        2024
         Q4  | $363K | Sell | 
         | 
    |||||
| 
        
          
      
        2024
         Q3  | $527K | Sell | 
         | 
    |||||
| 
        
          
      
        2024
         Q2  | $498K | Sell | 
         | 
    |||||
| 
        
          
      
        2024
         Q1  | $541K | Hold | 
         | 
    |||||
| 
        
          
      
        2023
         Q4  | $541K | Sell | 
         | 
    |||||
| 
        
          
      
        2023
         Q3  | $469K | Sell | 
         | 
    |||||
| 
        
          
      
        2023
         Q2  | $485K | Buy | 
         | 
    |||||
| 
        
          
      
        2023
         Q1  | $450K | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q4  | $461K | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q3  | $433K | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q2  | $472K | Sell | 
         | 
    |||||
| 
        
          
      
        2022
         Q1  | $622K | Buy | 
         | 
    |||||
| 
        
          
      
        2016
         Q4  | – | Sell | 
         | 
    |||||
| 
        
          
      
        2016
         Q3  | $20K | Hold | 
         | 
    |||||
| 
        
          
      
        2016
         Q2  | $17K | Hold | 
         | 
    |||||
| 
        
          
      
        2016
         Q1  | $16K | Hold | 
         | 
    |||||
| 
        
          
      
        2015
         Q4  | $16K | Hold | 
         | 
    |||||
| 
        
          
      
        2015
         Q3  | $17K | Hold | 
         | 
    |||||
| 
        
          
      
        2015
         Q2  | $19K | Hold | 
         | 
    |||||
| 
        
          
      
        2015
         Q1  | $22K | Hold | 
         | 
    |||||
| 
        
          
      
        2014
         Q4  | $23K | Buy | 
         |