One Charles Private Wealth Services’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 | $331K | Sell |
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|
2025
Q1 | $353K | Hold |
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|
2024
Q4 | $341K | Buy |
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|
2024
Q3 | $365K | Hold |
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|
2024
Q2 | $335K | Hold |
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|
2024
Q1 | $364K | Sell |
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|
2023
Q4 | $372K | Hold |
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|
2023
Q3 | $308K | Sell |
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|
2023
Q2 | $312K | Hold |
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|
2023
Q1 | $307K | Sell |
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|
2022
Q4 | $321K | Sell |
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|
2022
Q3 | $323K | Sell |
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|
2022
Q2 | $346K | Buy |
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|
2022
Q1 | $440K | Buy |
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|
2021
Q4 | $403K | Hold |
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|
2021
Q3 | $314K | Buy |
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|
2021
Q2 | $352K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $299K | Buy |
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