Montis Financial’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 | $542K | Hold |
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|
2025
Q2 | $528K | Sell |
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|
2025
Q1 | $557K | Hold |
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|
2024
Q4 | $537K | Hold |
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|
2024
Q3 | $581K | Hold |
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|
2024
Q2 | $533K | Sell |
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|
2024
Q1 | $998K | Sell |
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|
2023
Q4 | $1.14M | Buy |
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|
2023
Q3 | $593K | Sell |
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|
2023
Q2 | $1.52M | Sell |
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|
2023
Q1 | $1.57M | Sell |
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|
2022
Q4 | $1.67M | Hold |
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|
2022
Q3 | $1.57M | Sell |
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|
2022
Q2 | $1.73M | Hold |
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|
2022
Q1 | $2.21M | Buy |
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|
2021
Q4 | $2.04M | Hold |
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|
2021
Q3 | $1.66M | Buy |
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|
2021
Q2 | $1.77M | Buy |
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|
2021
Q1 | $1.77M | Buy |
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|
2020
Q4 | $1.55M | Buy |
|