Patriot Financial Group Insurance Agency’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 | $829K | Sell |
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|
2025
Q2 | $831K | Buy |
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|
2025
Q1 | $748K | Sell |
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|
2024
Q4 | $722K | Sell |
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|
2024
Q3 | $810K | Buy |
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|
2024
Q2 | $654K | Buy |
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|
2024
Q1 | $710K | Sell |
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|
2023
Q4 | $716K | Buy |
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|
2023
Q3 | $564K | Sell |
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|
2023
Q2 | $716K | Sell |
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|
2023
Q1 | $862K | Buy |
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|
2022
Q4 | $479K | Buy |
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|
2022
Q3 | $412K | Buy |
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|
2022
Q2 | $450K | Sell |
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|
2022
Q1 | $601K | Sell |
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|
2021
Q4 | $554K | Buy |
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|
2021
Q3 | $430K | Buy |
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|
2021
Q2 | $476K | Buy |
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|
2021
Q1 | $458K | Buy |
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|
2020
Q4 | $432K | Sell |
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|
2020
Q3 | $460K | Hold |
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|
2020
Q2 | $395K | Sell |
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|
2020
Q1 | $568K | Buy |
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|
2019
Q4 | $611K | Buy |
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|
2019
Q3 | $357K | Sell |
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|
2019
Q2 | $468K | Sell |
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|
2019
Q1 | $457K | Sell |
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|
2018
Q4 | $390K | Buy |
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|
2018
Q3 | $24K | Buy |
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|
2018
Q2 | $16K | Hold |
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|
2018
Q1 | $15K | Hold |
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|
2017
Q4 | $16K | Hold |
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|
2017
Q3 | $13K | Hold |
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|
2017
Q2 | $13K | Hold |
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|
2017
Q1 | $12K | Hold |
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|
2016
Q4 | $13K | Buy |
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