Lyell Wealth Management’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 | $8.03M | Sell |
|
|||||
|
2025
Q2 | $7.95M | Buy |
|
|||||
|
2025
Q1 | $7.92M | Sell |
|
|||||
|
2024
Q4 | $7.78M | Sell |
|
|||||
|
2024
Q3 | $8.5M | Sell |
|
|||||
|
2024
Q2 | $8.04M | Buy |
|
|||||
|
2024
Q1 | $8.7M | Buy |
|
|||||
|
2023
Q4 | $8.46M | Buy |
|
|||||
|
2023
Q3 | $6.17M | Sell |
|
|||||
|
2023
Q2 | $6.4M | Sell |
|
|||||
|
2023
Q1 | $6.88M | Sell |
|
|||||
|
2022
Q4 | $7.68M | Sell |
|
|||||
|
2022
Q3 | $7.74M | Sell |
|
|||||
|
2022
Q2 | $8.58M | Sell |
|
|||||
|
2022
Q1 | $11.1M | Buy |
|
|||||
|
2021
Q4 | $10.1M | Buy |
|
|||||
|
2021
Q3 | $7.7M | Buy |
|
|||||
|
2021
Q2 | $8.28M | Buy |
|
|||||
|
2021
Q1 | $7.77M | Buy |
|
|||||
|
2020
Q4 | $6.14M | Buy |
|
|||||
|
2020
Q3 | $3M | Buy |
|
|||||
|
2020
Q2 | $231K | Sell |
|
|||||
|
2020
Q1 | $313K | Buy |
|
|||||
|
2019
Q4 | $257K | Hold |
|
|||||
|
2019
Q3 | $230K | Hold |
|
|||||
|
2019
Q2 | $240K | Sell |
|
|||||
|
2019
Q1 | $267K | Sell |
|
|||||
|
2018
Q4 | $262K | Hold |
|
|||||
|
2018
Q3 | $308K | Hold |
|
|||||
|
2018
Q2 | $268K | Hold |
|
|||||
|
2018
Q1 | $255K | Buy |
|