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Lifeworks Advisors’s Union Pacific UNP Stock Holding History

Lifeworks Advisors’s Portfolio UNP Stock Details UNP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$312K Sell
1,356
-119
-8% -$27.4K 0.05% 248
2025
Q1 		$348K Buy
1,475
+24
+2% +$5.67K 0.06% 229
2024
Q4 		$331K Buy
1,451
+60
+4% +$13.7K 0.06% 213
2024
Q3 		$343K Buy
+1,391
New +$343K 0.07% 211