Schwarz Dygos Wheeler 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
Q2 | $381K | Sell |
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|
2025
Q1 | $468K | Hold |
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|
2024
Q4 | $452K | Sell |
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|
2024
Q3 | $506K | Sell |
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|
2024
Q2 | $473K | Hold |
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|
2024
Q1 | $514K | Sell |
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|
2023
Q4 | $583K | Buy |
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|
2023
Q3 | $450K | Buy |
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|
2023
Q2 | $448K | Sell |
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|
2023
Q1 | $454K | Hold |
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|
2022
Q4 | $467K | Hold |
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|
2022
Q3 | $439K | Buy |
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|
2022
Q2 | $477K | Hold |
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|
2022
Q1 | $611K | Hold |
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|
2021
Q4 | $564K | Buy |
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|
2021
Q3 | $427K | Buy |
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|
2021
Q2 | $344K | Hold |
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|
2021
Q1 | $345K | Hold |
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|
2020
Q4 | $325K | Sell |
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|
2020
Q3 | $600K | Hold |
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|
2020
Q2 | $516K | Buy |
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|
2020
Q1 | $425K | Hold |
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|
2019
Q4 | $545K | Hold |
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|
2019
Q3 | $489K | Hold |
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|
2019
Q2 | $510K | Hold |
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|
2019
Q1 | $504K | Hold |
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|
2018
Q4 | $417K | Buy |
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