Moss Adams Wealth Advisors’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $416K | Sell |
1,809
-140
| -7% | -$32.2K | 0.04% | 148 |
|
|
2025
Q1 | $460K | Buy |
1,949
+481
| +33% | +$114K | 0.05% | 116 |
|
|
2024
Q4 | $335K | Buy |
1,468
+166
| +13% | +$37.9K | 0.04% | 138 |
|
|
2024
Q3 | $321K | Buy |
1,302
+112
| +9% | +$27.6K | 0.04% | 139 |
|
|
2024
Q2 | $269K | Buy |
1,190
+218
| +22% | +$49.3K | 0.04% | 131 |
|
|
2024
Q1 | $239K | Buy |
+972
| New | +$239K | 0.04% | 128 |
|