Monterey Private Wealth’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
Q1 | $321K | Buy |
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|
2024
Q4 | $310K | Buy |
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|
2024
Q3 | $293K | Sell |
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|
2024
Q2 | $300K | Buy |
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|
2024
Q1 | $286K | Sell |
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|
2023
Q4 | $309K | Sell |
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|
2023
Q3 | $266K | Buy |
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|
2023
Q2 | $267K | Sell |
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|
2023
Q1 | $269K | Sell |
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|
2022
Q4 | $349K | Buy |
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|
2022
Q3 | $297K | Hold |
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|
2022
Q2 | $318K | Sell |
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|
2022
Q1 | $445K | Buy |
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|
2021
Q4 | $359K | Hold |
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|
2021
Q3 | $299K | Hold |
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|
2021
Q2 | $313K | Buy |
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|
2021
Q1 | $307K | Hold |
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|
2020
Q4 | $284K | Hold |
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|
2020
Q3 | $269K | Buy |
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|
2020
Q2 | $231K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $268K | Buy |
|