Paragon Private Wealth Management’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 | $685K | Sell |
2,979
-505
| -14% | -$116K | 0.27% | 103 |
|
|
2025
Q1 | $823K | Sell |
3,484
-100
| -3% | -$23.6K | 0.38% | 75 |
|
|
2024
Q4 | $817K | Buy |
3,584
+136
| +4% | +$31K | 0.38% | 71 |
|
|
2024
Q3 | $850K | Buy |
3,448
+385
| +13% | +$94.9K | 0.42% | 68 |
|
|
2024
Q2 | $693K | Buy |
3,063
+147
| +5% | +$33.3K | 0.39% | 74 |
|
|
2024
Q1 | $717K | Sell |
2,916
-23
| -0.8% | -$5.66K | 0.43% | 75 |
|
|
2023
Q4 | $722K | Buy |
2,939
+226
| +8% | +$55.5K | 0.5% | 66 |
|
|
2023
Q3 | $552K | Buy |
2,713
+229
| +9% | +$46.6K | 0.46% | 69 |
|
|
2023
Q2 | $508K | Buy |
2,484
+191
| +8% | +$39.1K | 0.4% | 74 |
|
|
2023
Q1 | $461K | Buy |
2,293
+553
| +32% | +$111K | 0.39% | 83 |
|
|
2022
Q4 | $360K | Buy |
1,740
+539
| +45% | +$112K | 0.33% | 85 |
|
|
2022
Q3 | $234K | Buy |
+1,201
| New | +$234K | 0.23% | 107 |
|