Levy Wealth Management 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
Q2 | $549K | Hold |
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|
2024
Q1 | $596K | Hold |
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|
2023
Q4 | $596K | Buy |
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|
2023
Q3 | $494K | Hold |
|
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|
2023
Q2 | $497K | Buy |
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|
2023
Q1 | $488K | Hold |
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|
2022
Q4 | $502K | Sell |
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|
2022
Q3 | $475K | Buy |
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|
2022
Q2 | $517K | Buy |
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|
2022
Q1 | $662K | Buy |
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|
2021
Q4 | $609K | Buy |
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|
2021
Q3 | $474K | Buy |
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|
2021
Q2 | $531K | Buy |
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|
2021
Q1 | $532K | Hold |
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|
2020
Q4 | $502K | Buy |
|