Legacy Capital Wealth 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
2026 Q1	$1.11M	Sell	4,561 -63	-1%	-$15.4K	0.23%	98
2025 Q4	$1.07M	Sell	4,624 -120	-3%	-$27.4K	0.23%	88
2025 Q3	$1.12M	Sell	4,744 -11	-0.2%	-$2.48K	0.24%	84
2025 Q2	$1.09M	Sell	4,755 -404	-8%	-$89.7K	0.25%	81
2025 Q1	$1.22M	Sell	5,159 -7	-0.1%	-$1.69K	0.3%	68
2024 Q4	$1.18M	Buy	5,166 +437	+9%	+$103K	0.29%	69
2024 Q3	$1.17M	Buy	4,729 +33	+0.7%	+$8K	0.23%	89
2024 Q2	$1.06M	Buy	+4,696	New	+$1.1M	0.27%	74
2024 Q1	–	Sell	-3,837	Closed	-$942K	–	332
2023 Q4	$942K	Buy	3,837 +276	+8%	+$60.7K	0.27%	84
2023 Q3	$725K	Buy	+3,561	New	+$776K	0.2%	106
2023 Q2	–	Sell	-3,044	Closed	-$613K	–	232
2023 Q1	$613K	Buy	+3,044	New	+$617K	0.17%	116