Polaris Wealth Advisory Group’s Union Pacific UNP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$8.2M Sell
2023
Q2
$12.4M Sell
2023
Q1
$12.6M Sell
2022
Q4
$14.2M Buy
2019
Q1
Sell
2018
Q4
$16.8M Sell
2018
Q3
$20.2M Buy
2018
Q2
Sell
2018
Q1
$24K Sell
2017
Q4
$23.9M Buy
2017
Q3
$20M Sell
2017
Q2
$18.8M Sell
2017
Q1
$18.4M Buy
2016
Q4
$17.6M Sell
2016
Q3
$16.7M Buy