LGA
Lebenthal Global Advisors’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,538
| Closed | -$600K | – | 203 |
|
|
2025
Q1 | $600K | Buy |
2,538
+146
| +6% | +$34.5K | 0.11% | 119 |
|
|
2024
Q4 | $545K | Buy |
2,392
+266
| +13% | +$60.7K | 0.1% | 130 |
|
|
2024
Q3 | $524K | Buy |
2,126
+298
| +16% | +$73.5K | 0.11% | 119 |
|
|
2024
Q2 | $414K | Buy |
1,828
+251
| +16% | +$56.8K | 0.09% | 133 |
|
|
2024
Q1 | $388K | Buy |
1,577
+184
| +13% | +$45.3K | 0.09% | 136 |
|
|
2023
Q4 | $342K | Buy |
+1,393
| New | +$342K | 0.08% | 142 |
|