Private Wealth Management 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 | $27.6K | Sell |
120
-1
| -0.8% | -$230 | 0.01% | 244 |
|
|
2025
Q1 | $28.6K | Hold |
121
| – | – | 0.01% | 237 |
|
|
2024
Q4 | $27.6K | Buy |
121
+1
| +0.8% | +$228 | 0.01% | 243 |
|
|
2024
Q3 | $29.6K | Buy |
120
+2
| +2% | +$493 | 0.01% | 226 |
|
|
2024
Q2 | $26.7K | Sell |
118
-68
| -37% | -$15.4K | 0.01% | 232 |
|
|
2024
Q1 | $45.7K | Hold |
186
| – | – | 0.02% | 162 |
|
|
2023
Q4 | $45.7K | Buy |
+186
| New | +$45.7K | 0.02% | 164 |
|