Sargent Investment Group’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 | $870K | Buy |
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|
2025
Q1 | $860K | Sell |
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|
2024
Q4 | $829K | Buy |
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|
2024
Q3 | $886K | Sell |
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|
2024
Q2 | $834K | Buy |
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|
2024
Q1 | $905K | Buy |
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|
2023
Q4 | $901K | Buy |
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|
2023
Q3 | $746K | Buy |
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|
2023
Q2 | $580K | Buy |
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|
2023
Q1 | $558K | Sell |
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|
2022
Q4 | $711K | Hold |
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|
2022
Q3 | $680K | Hold |
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|
2022
Q2 | $732K | Hold |
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|
2022
Q1 | $938K | Buy |
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|
2021
Q4 | $854K | Hold |
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|
2021
Q3 | $664K | Sell |
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|
2021
Q2 | $748K | Buy |
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|
2021
Q1 | $742K | Hold |
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|
2020
Q4 | $701K | Hold |
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|
2020
Q3 | $662K | Buy |
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|
2020
Q2 | $501K | Sell |
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|
2020
Q1 | $449K | Hold |
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|
2019
Q4 | $575K | Hold |
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|
2019
Q3 | $515K | Hold |
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|
2019
Q2 | $538K | Hold |
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|
2019
Q1 | $532K | Hold |
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|
2018
Q4 | $440K | Buy |
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