Marcum 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
Q1 | $698K | Buy |
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|
2024
Q4 | $613K | Sell |
|
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|
2024
Q3 | $689K | Buy |
|
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|
2024
Q2 | $606K | Sell |
|
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|
2024
Q1 | $789K | Buy |
|
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|
2023
Q4 | $732K | Buy |
|
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|
2023
Q3 | $535K | Buy |
|
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|
2023
Q2 | $477K | Sell |
|
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|
2023
Q1 | $502K | Sell |
|
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|
2022
Q4 | $607K | Buy |
|
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|
2022
Q3 | $548K | Buy |
|
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|
2022
Q2 | $542K | Sell |
|
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|
2022
Q1 | $699K | Buy |
|
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|
2021
Q4 | $612K | Buy |
|
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|
2021
Q3 | $454K | Sell |
|
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|
2021
Q2 | $1.05M | Sell |
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|
2021
Q1 | $1.05M | Buy |
|