Montgomery Investment Management’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
Q3 | $213K | Hold |
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|
2025
Q2 | $207K | Sell |
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|
2025
Q1 | $331K | Hold |
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|
2024
Q4 | $319K | Hold |
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|
2024
Q3 | $345K | Hold |
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|
2024
Q2 | $317K | Hold |
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|
2024
Q1 | $344K | Sell |
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|
2023
Q4 | $516K | Sell |
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|
2023
Q3 | $489K | Hold |
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|
2023
Q2 | $491K | Hold |
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|
2023
Q1 | $483K | Hold |
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|
2022
Q4 | $497K | Hold |
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|
2022
Q3 | $468K | Hold |
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|
2022
Q2 | $512K | Sell |
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|
2022
Q1 | $683K | Hold |
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|
2021
Q4 | $630K | Hold |
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|
2021
Q3 | $490K | Hold |
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|
2021
Q2 | $550K | Hold |
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|
2021
Q1 | $551K | Hold |
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|
2020
Q4 | $521K | Hold |
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|
2020
Q3 | $492K | Sell |
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|
2020
Q2 | $440K | Hold |
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|
2020
Q1 | $367K | Hold |
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|
2019
Q4 | $470K | Hold |
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|
2019
Q3 | $421K | Hold |
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|
2019
Q2 | $440K | Hold |
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|
2019
Q1 | $435K | Hold |
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|
2018
Q4 | $359K | Hold |
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|
2018
Q3 | $423K | Hold |
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|
2018
Q2 | $368K | Hold |
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|
2018
Q1 | $350K | Hold |
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|
2017
Q4 | $349K | Hold |
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|
2017
Q3 | $302K | Buy |
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|
2017
Q2 | $272K | Hold |
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|
2017
Q1 | $265K | Hold |
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|
2016
Q4 | $259K | Buy |
|