Portside Wealth Group’s Union Pacific UNP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.11M Buy
4,815
+953
+25% +$219K 0.16% 140
2025
Q1
$912K Buy
+3,862
New +$912K 0.15% 154
2023
Q3
Sell
-2,787
Closed -$570K 382
2023
Q2
$570K Buy
+2,787
New +$570K 0.11% 184