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