LGT Financial Advisors’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15K | Buy |
+5
| New | +$1.15K | ﹤0.01% | 380 |
|
|
2025
Q1 | – | Sell |
-400
| Closed | -$91.2K | – | 705 |
|
|
2024
Q4 | $91.2K | Buy |
+400
| New | +$91.2K | 0.2% | 101 |
|
|
2024
Q2 | – | Sell |
-2,000
| Closed | -$492K | – | 862 |
|
|
2024
Q1 | $492K | Hold |
2,000
| – | – | 0.57% | 33 |
|
|
2023
Q4 | $491K | Hold |
2,000
| – | – | 0.6% | 33 |
|
|
2023
Q3 | $407K | Hold |
2,000
| – | – | 0.52% | 35 |
|
|
2023
Q2 | $409K | Hold |
2,000
| – | – | 0.44% | 65 |
|
|
2023
Q1 | $403K | Hold |
2,000
| – | – | 0.75% | 26 |
|
|
2022
Q4 | $414K | Buy |
+2,000
| New | +$414K | 0.49% | 42 |
|