Live Oak Private Wealth’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $399K | Hold |
|
|||||
|
2025
Q2 | $388K | Hold |
|
|||||
|
2025
Q1 | $398K | Hold |
|
|||||
|
2024
Q4 | $384K | Hold |
|
|||||
|
2024
Q3 | $416K | Buy |
|
|||||
|
2024
Q2 | $227K | Buy |
|
|||||
|
2024
Q1 | $244K | Sell |
|
|||||
|
2023
Q4 | $251K | Sell |
|
|||||
|
2023
Q3 | $216K | Hold |
|
|||||
|
2023
Q2 | $217K | Hold |
|
|||||
|
2023
Q1 | $214K | Hold |
|
|||||
|
2022
Q4 | $220K | Sell |
|
|||||
|
2022
Q3 | $227K | Hold |
|
|||||
|
2022
Q2 | $249K | Buy |
|
|||||
|
2022
Q1 | $294K | Sell |
|
|||||
|
2021
Q4 | $273K | Sell |
|
|||||
|
2021
Q3 | $214K | Buy |
|