Sage Mountain 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
$1.02M Buy
2025
Q1
$1.02M Buy
2024
Q4
$979K Buy
2024
Q3
$962K Buy
2024
Q2
$610K Buy
2024
Q1
$540K Buy
2023
Q4
$527K Buy
2023
Q3
$416K Buy
2023
Q2
$404K Buy
2023
Q1
$386K Buy
2022
Q4
$242K Buy
2022
Q3
Sell
2022
Q2
$240K Sell
2022
Q1
$357K Sell
2021
Q4
$339K Sell
2021
Q3
$268K Sell
2021
Q2
$302K Buy
2021
Q1
$278K Buy