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Revolve Wealth Partners’s Union Pacific UNP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,064
Closed -$251K 239
2025
Q1
$251K Buy
1,064
+57
+6% +$13.5K 0.04% 183
2024
Q4
$230K Sell
1,007
-1,965
-66% -$448K 0.03% 198
2024
Q3
$733K Buy
2,972
+2,026
+214% +$499K 0.11% 86
2024
Q2
$214K Sell
946
-56
-6% -$12.7K 0.04% 170
2024
Q1
$246K Buy
1,002
+53
+6% +$13K 0.04% 153
2023
Q4
$233K Buy
+949
New +$233K 0.04% 141