Schechter Investment 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
Q1
$1.08M Sell
2024
Q4
$1.15M Sell
2024
Q3
$1.37M Buy
2024
Q2
$1.13M Sell
2024
Q1
$1.29M Buy
2023
Q4
$1.21M Buy
2023
Q3
$982K Buy
2023
Q2
$869K Buy
2023
Q1
$633K Sell
2022
Q4
$1.17M Sell
2022
Q3
$1.12M Buy
2022
Q2
$1.06M Sell
2022
Q1
$1.6M Buy
2021
Q4
$1.33M Buy