Roberts Wealth Advisors’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
Q2 | $709K | Sell |
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|
2025
Q1 | $881K | Sell |
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|
2024
Q4 | $872K | Buy |
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|
2024
Q3 | $601K | Buy |
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|
2024
Q2 | $514K | Hold |
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|
2024
Q1 | $542K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $552K | Sell |
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|
2023
Q2 | $638K | Sell |
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|
2023
Q1 | $708K | Sell |
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|
2022
Q4 | $777K | Buy |
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|
2022
Q3 | $203K | Buy |
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|
2022
Q2 | $211K | Buy |
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|
2022
Q1 | $259K | Hold |
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|
2021
Q4 | $247K | Buy |
|