Montag & Associates’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
Q2 | $2.41M | Sell |
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|
2025
Q1 | $2.75M | Sell |
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|
2024
Q4 | $2.79M | Sell |
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|
2024
Q3 | $3.04M | Sell |
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|
2024
Q2 | $5.8M | Sell |
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|
2024
Q1 | $6.76M | Sell |
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|
2023
Q4 | $6.86M | Sell |
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|
2023
Q3 | $5.85M | Buy |
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|
2023
Q2 | $3.18M | Sell |
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|
2023
Q1 | $3.16M | Buy |
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|
2022
Q4 | $3.23M | Sell |
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|
2022
Q3 | $3.09M | Buy |
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|
2022
Q2 | $2.92M | Buy |
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|
2022
Q1 | $3.66M | Hold |
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|
2021
Q4 | $3.38M | Hold |
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|
2021
Q3 | $2.63M | Sell |
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|
2021
Q2 | $2.97M | Sell |
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|
2021
Q1 | $3M | Sell |
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|
2020
Q4 | $3.04M | Buy |
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|
2020
Q3 | $2.43M | Buy |
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|
2020
Q2 | $2.02M | Sell |
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|
2020
Q1 | $1.69M | Sell |
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|
2019
Q4 | $2.28M | Hold |
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|
2019
Q3 | $2.04M | Sell |
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|
2019
Q2 | $2.34M | Sell |
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|
2019
Q1 | $2.81M | Sell |
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|
2018
Q4 | $2.45M | Sell |
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|
2018
Q3 | $4.22M | Hold |
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|
2018
Q2 | $3.68M | Buy |
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|
2018
Q1 | $3.29M | Sell |
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|
2017
Q4 | $4.98M | Sell |
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|
2017
Q3 | $5.88M | Sell |
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|
2017
Q2 | $7.05M | Buy |
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|
2017
Q1 | $6.7M | Buy |
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|
2016
Q4 | $6M | Buy |
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|
2016
Q3 | $2.79M | Sell |
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|
2016
Q2 | $2.68M | Sell |
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|
2016
Q1 | $3.99M | Buy |
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