Partners in Financial Planning’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 | $276K | Hold |
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|
2025
Q1 | $283K | Hold |
|
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|
2024
Q4 | $274K | Hold |
|
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|
2024
Q3 | $296K | Hold |
|
|||||
|
2024
Q2 | $272K | Hold |
|
|||||
|
2024
Q1 | $295K | Hold |
|
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|
2023
Q4 | $295K | Hold |
|
|||||
|
2023
Q3 | $244K | Hold |
|
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|
2023
Q2 | $246K | Hold |
|
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|
2023
Q1 | $242K | Sell |
|
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|
2022
Q4 | $270K | Hold |
|
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|
2022
Q3 | $274K | Hold |
|
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|
2022
Q2 | $301K | Hold |
|
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|
2022
Q1 | $305K | Hold |
|
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|
2021
Q4 | $310K | Hold |
|
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|
2021
Q3 | $255K | Hold |
|
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|
2021
Q2 | $286K | Buy |
|