McClarren Financial Advisors’s Union Pacific UNP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$215K	Hold	886	–	–	0.13%	76
2025 Q4	$205K	Buy	886 +650	+275%	+$148K	0.12%	75
2025 Q3	$209K	Sell	236 -650	-73%	-$146K	0.13%	73
2025 Q2	$204K	Buy	886 +650	+275%	+$144K	0.13%	72
2025 Q1	$209K	Buy	+236	New	+$56.8K	0.14%	70
2024 Q4	–	Sell	-246	Closed	-$218	–	302
2024 Q3	$218	Buy	246 +20	+9%	+$4.85K	0.03%	69
2024 Q2	$209K	Sell	226 -698	-76%	-$164K	0.15%	68
2024 Q1	$228K	Hold	924	–	–	0.16%	65
2023 Q4	$227K	Hold	924	–	–	0.17%	66
2023 Q3	$188K	Sell	924 -29	-3%	-$6.32K	0.16%	66
2023 Q2	$195K	Hold	953	–	–	0.16%	68
2023 Q1	$191K	Hold	953	–	–	0.17%	68
2022 Q4	$197K	Hold	953	–	–	0.19%	65
2022 Q3	$185K	Hold	953	–	–	0.18%	63
2022 Q2	$203K	Hold	953	–	–	0.65%	31
2022 Q1	$260K	Hold	953	–	–	0.19%	51
2021 Q4	$241K	Hold	953	–	–	0.16%	58
2021 Q3	$186K	Hold	953	–	–	0.14%	56
2021 Q2	$209K	Hold	953	–	–	0.17%	50
2021 Q1	$210K	Hold	953	–	–	0.19%	48
2020 Q4	$198K	Buy	+953	New	+$190K	0.19%	46