Meridian Financial Partners’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	$1.32M	Buy	5,350 +268	+5%	+$65.6K	0.5%	45
2025 Q4	$1.17M	Buy	5,082 +236	+5%	+$53.9K	0.46%	47
2025 Q3	$1.13M	Buy	4,846 +43	+0.9%	+$9.69K	0.47%	46
2025 Q2	$1.1M	Buy	4,803 +69	+1%	+$15.3K	0.52%	46
2025 Q1	$1.12M	Buy	4,734 +44	+0.9%	+$10.6K	0.57%	40
2024 Q4	$1.07M	Buy	4,690 +85	+2%	+$20.1K	0.56%	45
2024 Q3	$1.14M	Sell	4,605 -23	-0.5%	-$5.58K	0.57%	44
2024 Q2	$1.13M	Buy	+4,628	New	+$1.08M	0.67%	39
2023 Q3	–	Sell	-4,172	Closed	-$904K	–	84
2023 Q2	$904K	Buy	+4,172	New	+$829K	0.54%	49
2022 Q3	–	Sell	-3,832	Closed	-$843K	–	80
2022 Q2	$843K	Buy	+3,832	New	+$872K	0.57%	46
2022 Q1	–	Sell	-3,497	Closed	-$837K	–	79
2021 Q4	$837K	Buy	3,497 +195	+6%	+$46.2K	0.57%	39
2021 Q3	$713K	Buy	3,302 +127	+4%	+$27.4K	0.48%	44
2021 Q2	$684K	Buy	3,175 +155	+5%	+$34.5K	0.47%	48
2021 Q1	$666K	Buy	3,020 +299	+11%	+$62.8K	0.5%	43
2020 Q4	$594K	Buy	2,721 +94	+4%	+$18.8K	0.46%	45
2020 Q3	$485K	Sell	2,627 -1,801	-41%	-$335K	0.41%	47
2020 Q2	$761K	Buy	4,428 +424	+11%	+$68K	0.69%	27
2020 Q1	$600K	Buy	4,004 +425	+12%	+$70.3K	0.65%	26
2019 Q4	$644K	Buy	3,579 +31	+0.9%	+$5.31K	0.65%	29
2019 Q3	$539K	Buy	3,548 +148	+4%	+$24.9K	0.6%	32
2019 Q2	$578K	Hold	3,400	–	–	0.65%	28
2019 Q1	$576K	Buy	3,400 +391	+13%	+$62.9K	0.65%	26
2018 Q4	$416K	Buy	+3,009	New	+$446K	0.56%	33