Kovitz Investment Group Partners’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 | $17.4M | Buy |
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|
2025
Q2 | $15.9M | Buy |
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|
2025
Q1 | $14M | Buy |
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|
2024
Q4 | $12.9M | Buy |
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|
2024
Q3 | $8.03M | Buy |
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|
2024
Q2 | $6.65M | Buy |
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|
2024
Q1 | $5.82M | Sell |
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|
2023
Q4 | $5.86M | Buy |
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|
2023
Q3 | $4.29M | Sell |
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|
2023
Q2 | $4.42M | Sell |
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|
2023
Q1 | $4.4M | Sell |
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|
2022
Q4 | $5.87M | Buy |
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|
2022
Q3 | $5.08M | Buy |
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|
2022
Q2 | $4.64M | Sell |
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|
2022
Q1 | $6.34M | Buy |
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|
2021
Q4 | $646K | Sell |
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|
2021
Q3 | $4.82M | Buy |
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|
2021
Q2 | $3.64M | Buy |
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|
2021
Q1 | $1.41M | Buy |
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|
2020
Q4 | $646K | Sell |
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|
2020
Q3 | $612K | Sell |
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|
2020
Q2 | $546K | Sell |
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|
2020
Q1 | $1.25M | Buy |
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|
2019
Q4 | $373K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $268K | Buy |
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|
2018
Q2 | $212K | Hold |
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|
2018
Q1 | $201K | Sell |
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|
2017
Q4 | $350 | Buy |
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|
2017
Q3 | $293K | Hold |
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|
2017
Q2 | $275K | Buy |
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|
2017
Q1 | $252K | Sell |
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|
2016
Q4 | $4.22M | Sell |
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|
2016
Q3 | $4.72M | Sell |
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|
2016
Q2 | $2.09M | Sell |
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|
2016
Q1 | $4.12M | Buy |
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