Principia Wealth Advisory’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
$4.83K Buy
21
+6
+40% +$1.38K ﹤0.01% 235
2025
Q1
$3.35K Sell
15
-1
-6% -$224 ﹤0.01% 225
2024
Q4
$3.65K Buy
+16
New +$3.65K ﹤0.01% 176