Marotta Asset 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 | $236K | Hold |
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|
2025
Q2 | $231K | Sell |
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|
2025
Q1 | $465K | Hold |
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|
2024
Q4 | $432K | Hold |
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|
2024
Q3 | $465K | Sell |
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|
2024
Q2 | $427K | Buy |
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|
2024
Q1 | $461K | Hold |
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|
2023
Q4 | $460K | Sell |
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|
2023
Q3 | $513K | Hold |
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|
2023
Q2 | $515K | Buy |
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|
2022
Q4 | $521K | Sell |
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|
2022
Q3 | $493K | Sell |
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|
2022
Q2 | $548K | Sell |
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|
2022
Q1 | $714K | Buy |
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|
2021
Q4 | $486K | Buy |
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|
2021
Q3 | $369K | Hold |
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|
2021
Q2 | $421K | Buy |
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|
2021
Q1 | $412K | Hold |
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|
2020
Q4 | $390K | Hold |
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|
2020
Q3 | $369K | Hold |
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|
2020
Q2 | $317K | Hold |
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|
2020
Q1 | $256K | Hold |
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|
2019
Q4 | $338K | Buy |
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