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Sax Wealth Advisors’s Union Pacific UNP Stock Holding History

Sax Wealth Advisors’s Portfolio UNP Stock Details UNP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$380K Buy
1,651
+298
+22% +$68.6K 0.02% 297
2025
Q1 		$320K Buy
+1,353
New +$320K 0.02% 285
2024
Q4 		– Sell
-898
Closed -$221K – 338
2024
Q3 		$221K Buy
+898
New +$221K 0.02% 264