Phoenix Wealth 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 | $2.5M | Sell |
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|
2025
Q1 | $2.67M | Sell |
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|
2024
Q4 | $2.6M | Sell |
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|
2024
Q3 | $2.9M | Sell |
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|
2024
Q2 | $2.68M | Sell |
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|
2024
Q1 | $2.94M | Buy |
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|
2023
Q4 | $2.87M | Buy |
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|
2023
Q3 | $2.4M | Buy |
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|
2023
Q2 | $2.27M | Sell |
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|
2023
Q1 | $2.4M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $2.33M | Buy |
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|
2022
Q2 | $2.47M | Buy |
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|
2022
Q1 | $2.79M | Buy |
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|
2021
Q4 | $1.64M | Buy |
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|
2021
Q3 | $122K | Buy |
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|
2021
Q2 | $107K | Buy |
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|
2021
Q1 | $102K | Buy |
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|
2020
Q4 | $86K | Buy |
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