SageView Advisory Group’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $663K | Sell |
2,890
-125
| -4% | -$28.7K | 0.03% | 314 |
|
|
2025
Q1 | $712K | Sell |
3,015
-33
| -1% | -$7.8K | 0.03% | 277 |
|
|
2024
Q4 | $695K | Buy |
3,048
+789
| +35% | +$180K | 0.03% | 282 |
|
|
2024
Q3 | $557K | Sell |
2,259
-1,709
| -43% | -$421K | 0.03% | 286 |
|
|
2024
Q2 | $898K | Buy |
+3,968
| New | +$898K | 0.04% | 239 |
|
|
2024
Q1 | – | Sell |
-4,146
| Closed | -$1.02M | – | 851 |
|
|
2023
Q4 | $1.02M | Buy |
4,146
+1,379
| +50% | +$340K | 0.04% | 247 |
|
|
2023
Q3 | $564K | Sell |
2,767
-111
| -4% | -$22.6K | 0.03% | 315 |
|
|
2023
Q2 | $589K | Buy |
2,878
+42
| +1% | +$8.6K | 0.03% | 323 |
|
|
2023
Q1 | $571K | Sell |
2,836
-360
| -11% | -$72.4K | 0.04% | 287 |
|
|
2022
Q4 | $662K | Buy |
+3,196
| New | +$662K | 0.05% | 203 |
|