PBMares Wealth Management’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 | $327K | Hold |
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|
2025
Q2 | $319K | Hold |
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|
2025
Q1 | $327K | Sell |
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|
2024
Q4 | $397K | Hold |
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|
2024
Q3 | $429K | Sell |
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|
2024
Q2 | $395K | Sell |
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|
2024
Q1 | $455K | Sell |
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|
2023
Q4 | $486K | Buy |
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|
2023
Q3 | $402K | Buy |
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|
2023
Q2 | $361K | Buy |
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|
2023
Q1 | $354K | Sell |
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|
2022
Q4 | $383K | Sell |
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|
2022
Q3 | $429K | Buy |
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|
2022
Q2 | $454K | Buy |
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|
2022
Q1 | $451K | Buy |
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|
2021
Q4 | $393K | Sell |
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|
2021
Q3 | $371K | Hold |
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|
2021
Q2 | $416K | Sell |
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|
2021
Q1 | $448K | Buy |
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|
2020
Q4 | $349K | Hold |
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|
2020
Q3 | $330K | Sell |
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|
2020
Q2 | $293K | Buy |
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|
2020
Q1 | $245K | Buy |
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|
2019
Q4 | $311K | Buy |
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