Miller Wealth Advisors’s Union Pacific UNP Stock Holding History

Miller Wealth Advisors’s Portfolio UNP Stock Details UNP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-30	Closed	-$7.25K	–	93
2024 Q3	$7.25K	Hold	30	–	–	﹤0.01%	61
2024 Q2	$6.79K	Hold	30	–	–	﹤0.01%	61
2024 Q1	$7.38K	Hold	30	–	–	﹤0.01%	60
2023 Q4	$7.37K	Hold	30	–	–	﹤0.01%	55
2023 Q3	$6.11K	Hold	30	–	–	﹤0.01%	55
2023 Q2	$6.14K	Sell	30 -95	-76%	-$18.9K	﹤0.01%	54
2023 Q1	$30K	Buy	125 +65	+108%	+$13.2K	0.15%	25
2022 Q4	$13K	Sell	60 -95	-61%	-$19.5K	0.01%	48
2022 Q3	$33K	Hold	155	–	–	0.03%	45
2022 Q2	$33K	Hold	155	–	–	0.03%	33
2022 Q1	$42K	Hold	155	–	–	0.03%	31
2021 Q4	$39K	Buy	+155	New	+$36.7K	0.03%	34

Other funds holding UNP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Miller Wealth Advisors's UNP Position: Q4 2024 in Review

Miller Wealth Advisors sold out of Union Pacific (UNP) in Q4 2024, closing a stake of 30 shares — an estimated $7.25K sold.

Miller Wealth Advisors first reported a position in UNP in Q4 2021 and held it in 12 quarters. The position peaked at $42K in Q1 2022. 2,695 funds tracked by Wall St. Rank hold UNP as of Q4 2024.

Miller Wealth Advisors reported no remaining Union Pacific position as of Q4 2024 after selling out during the quarter.
Miller Wealth Advisors sold 30 Union Pacific shares in Q4 2024, an estimated $7.25K.
Miller Wealth Advisors first reported a position in Union Pacific in Q4 2021 and held it in 12 quarters.
Miller Wealth Advisors's Union Pacific position peaked at $42K in Q1 2022.
2,695 funds tracked by Wall St. Rank held Union Pacific as of Q4 2024.

Based on Miller Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.