MGB Wealth Management’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $299K | Sell |
1,298
-249
| -16% | -$57.3K | 0.1% | 173 |
|
|
2025
Q1 | $362K | Sell |
1,547
-3
| -0.2% | -$703 | 0.13% | 150 |
|
|
2024
Q4 | $353K | Sell |
1,550
-5,190
| -77% | -$1.18M | 0.11% | 145 |
|
|
2024
Q3 | $1.66M | Hold |
6,740
| – | – | 0.6% | 37 |
|
|
2024
Q2 | $1.55M | Hold |
6,740
| – | – | 0.58% | 41 |
|
|
2024
Q1 | $1.66M | Sell |
6,740
-63
| -0.9% | -$15.5K | 0.67% | 37 |
|
|
2023
Q4 | $1.67M | Buy |
+6,803
| New | +$1.67M | 0.84% | 31 |
|