Premier Path Wealth Partners’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 | $861K | Sell |
3,743
-228
| -6% | -$52.5K | 0.12% | 185 |
|
|
2025
Q1 | $938K | Buy |
3,971
+374
| +10% | +$88.4K | 0.15% | 169 |
|
|
2024
Q4 | $820K | Buy |
3,597
+151
| +4% | +$34.4K | 0.13% | 177 |
|
|
2024
Q3 | $849K | Buy |
3,446
+381
| +12% | +$93.9K | 0.13% | 170 |
|
|
2024
Q2 | $694K | Sell |
3,065
-311
| -9% | -$70.4K | 0.12% | 178 |
|
|
2024
Q1 | $827K | Sell |
3,376
-125
| -4% | -$30.6K | 0.16% | 154 |
|
|
2023
Q4 | $859K | Buy |
+3,501
| New | +$859K | 0.19% | 138 |
|