Private Wealth Partners’s Union Pacific UNP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$703K Buy
2024
Q3
$740K Hold
2024
Q2
$679K Hold
2024
Q1
$738K Hold
2023
Q4
$737K Sell
2023
Q3
$642K Hold
2023
Q2
$645K Sell
2023
Q1
$654K Buy
2021
Q1
Sell
2020
Q4
$739K Hold
2020
Q3
$699K Hold
2020
Q2
$600K Hold
2020
Q1
$501K Hold
2019
Q4
$642K Hold
2019
Q3
$575K Hold
2019
Q2
$601K Buy