Private 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
Q1 | – | Sell |
-3,083
| Closed | -$703K | – | 186 |
|
|
2024
Q4 | $703K | Buy |
3,083
+82
| +3% | +$18.7K | 0.05% | 109 |
|
|
2024
Q3 | $740K | Hold |
3,001
| – | – | 0.06% | 103 |
|
|
2024
Q2 | $679K | Hold |
3,001
| – | – | 0.05% | 100 |
|
|
2024
Q1 | $738K | Hold |
3,001
| – | – | 0.06% | 92 |
|
|
2023
Q4 | $737K | Sell |
3,001
-150
| -5% | -$36.8K | 0.06% | 98 |
|
|
2023
Q3 | $642K | Hold |
3,151
| – | – | 0.06% | 99 |
|
|
2023
Q2 | $645K | Sell |
3,151
-100
| -3% | -$20.5K | 0.06% | 99 |
|
|
2023
Q1 | $654K | Buy |
+3,251
| New | +$654K | 0.07% | 102 |
|
|
2021
Q1 | – | Sell |
-3,551
| Closed | -$739K | – | 112 |
|
|
2020
Q4 | $739K | Hold |
3,551
| – | – | 0.08% | 75 |
|
|
2020
Q3 | $699K | Hold |
3,551
| – | – | 0.08% | 70 |
|
|
2020
Q2 | $600K | Hold |
3,551
| – | – | 0.08% | 74 |
|
|
2020
Q1 | $501K | Hold |
3,551
| – | – | 0.08% | 81 |
|
|
2019
Q4 | $642K | Hold |
3,551
| – | – | 0.09% | 81 |
|
|
2019
Q3 | $575K | Hold |
3,551
| – | – | 0.09% | 81 |
|
|
2019
Q2 | $601K | Buy |
+3,551
| New | +$601K | 0.09% | 79 |
|