Perennial Investment Advisors’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 | $384K | Sell |
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|
2025
Q1 | $466K | Buy |
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|
2024
Q4 | $436K | Sell |
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|
2024
Q3 | $643K | Sell |
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|
2024
Q2 | $597K | Buy |
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|
2024
Q1 | $612K | Sell |
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|
2023
Q4 | $661K | Buy |
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|
2023
Q3 | $463K | Buy |
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|
2023
Q2 | $465K | Sell |
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|
2023
Q1 | $459K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $315K | Sell |
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|
2022
Q1 | $414K | Buy |
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|
2021
Q4 | $383K | Sell |
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|
2021
Q3 | $298K | Sell |
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|
2021
Q2 | $342K | Sell |
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|
2021
Q1 | $345K | Buy |
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