SFMG Wealth 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 | $535K | Sell |
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|
2025
Q1 | $551K | Buy |
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|
2024
Q4 | $528K | Sell |
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|
2024
Q3 | $573K | Buy |
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|
2024
Q2 | $523K | Buy |
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|
2024
Q1 | $568K | Buy |
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|
2023
Q4 | $566K | Sell |
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|
2023
Q3 | $521K | Sell |
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|
2023
Q2 | $666K | Sell |
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|
2023
Q1 | $724K | Buy |
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|
2022
Q4 | $695K | Buy |
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|
2022
Q3 | $622K | Buy |
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|
2022
Q2 | $624K | Buy |
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|
2022
Q1 | $747K | Buy |
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|
2021
Q4 | $675K | Buy |
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|
2021
Q3 | $488K | Sell |
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|
2021
Q2 | $558K | Buy |
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|
2021
Q1 | $553K | Buy |
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|
2020
Q4 | $519K | Buy |
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|
2020
Q3 | $249K | Hold |
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|
2020
Q2 | $214K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $230K | Sell |
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|
2019
Q3 | $208K | Hold |
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|
2019
Q2 | $224K | Sell |
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|
2019
Q1 | $218K | Buy |
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