Measured Wealth Private Client Group’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 | $173K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $230K | Sell |
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|
2024
Q2 | $302K | Hold |
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|
2024
Q1 | $329K | Hold |
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|
2023
Q4 | $328K | Buy |
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|
2023
Q3 | $270K | Sell |
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|
2023
Q2 | $281K | Buy |
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|
2023
Q1 | $264K | Sell |
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|
2022
Q4 | $278K | Sell |
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|
2022
Q3 | $275K | Hold |
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|
2022
Q2 | $302K | Buy |
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|
2022
Q1 | $378K | Sell |
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|
2021
Q4 | $449K | Buy |
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|
2021
Q3 | $271K | Sell |
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|
2021
Q2 | $744K | Hold |
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|
2021
Q1 | $746K | Buy |
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|
2020
Q4 | $300K | Sell |
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|
2020
Q3 | $317K | Buy |
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|
2020
Q2 | $255K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $227K | Sell |
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|
2019
Q3 | $210K | Sell |
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|
2019
Q2 | $304K | Sell |
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|
2019
Q1 | $307K | Buy |
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|
2018
Q4 | $205K | Buy |
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|
2018
Q3 | $207K | Buy |
|