Lake Street Advisors Group’s Union Pacific UNP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$1.85M Buy
2024
Q3
$1.99M Buy
2024
Q2
$1.78M Buy
2024
Q1
$1.91M Buy
2023
Q4
$1.83M Buy
2021
Q3
Sell
2021
Q2
$1.28M Buy
2021
Q1
$1.24M Sell
2020
Q4
$1.26M Sell
2020
Q3
$1.21M Buy
2020
Q2
$974K Buy
2020
Q1
$665K Buy
2019
Q4
$697K Buy
2019
Q3
$589K Sell
2019
Q2
$676K Buy
2019
Q1
$618K Buy
2018
Q4
$473K Buy
2018
Q3
$553K Sell
2018
Q2
$757K Sell
2018
Q1
$720K Sell
2017
Q4
$753K Buy