Sheets Smith Wealth Management’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
Q3 | $1.03M | Hold |
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|
2025
Q2 | $1M | Buy |
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|
2025
Q1 | $1.01M | Buy |
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|
2024
Q4 | $979K | Sell |
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|
2024
Q3 | $1.07M | Buy |
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|
2024
Q2 | $978K | Buy |
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|
2024
Q1 | $1.06M | Hold |
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|
2023
Q4 | $1.06M | Sell |
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|
2023
Q3 | $880K | Hold |
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|
2023
Q2 | $885K | Sell |
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|
2023
Q1 | $920K | Sell |
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|
2022
Q4 | $972K | Sell |
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|
2022
Q3 | $977K | Buy |
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|
2022
Q2 | $1.07M | Sell |
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|
2022
Q1 | $1.38M | Sell |
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|
2021
Q4 | $1.4M | Sell |
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|
2021
Q3 | $1.1M | Buy |
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|
2021
Q2 | $1.24M | Buy |
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|
2021
Q1 | $1.24M | Hold |
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|
2020
Q4 | $1.17M | Sell |
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|
2020
Q3 | $1.11M | Sell |
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|
2020
Q2 | $960K | Sell |
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|
2020
Q1 | $802K | Sell |
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|
2019
Q4 | $1.06M | Sell |
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|
2019
Q3 | $2.15M | Buy |
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|
2019
Q2 | $2.21M | Sell |
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|
2019
Q1 | $2.3M | Buy |
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|
2018
Q4 | $1.4M | Sell |
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|
2018
Q3 | $2.16M | Buy |
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|
2018
Q2 | $871K | Buy |
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|
2018
Q1 | $826K | Sell |
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|
2017
Q4 | $842K | Sell |
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|
2017
Q3 | $776K | Buy |
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|
2017
Q2 | $728K | Sell |
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|
2017
Q1 | $730K | Hold |
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|
2016
Q4 | $715K | Sell |
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|
2016
Q3 | $708K | Buy |
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|
2016
Q2 | $620K | Sell |
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|
2016
Q1 | $574K | Buy |
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|
2015
Q4 | $557K | Buy |
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|
2015
Q3 | $624K | Buy |
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|
2015
Q2 | $603K | Buy |
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|
2015
Q1 | $679K | Sell |
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|
2014
Q4 | $2.13M | Sell |
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|
2014
Q3 | $1.97M | Sell |
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|
2014
Q2 | $1.86M | Buy |
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|
2014
Q1 | $1.57M | Buy |
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|
2013
Q4 | $567K | Sell |
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|
2013
Q3 | $1.06M | Sell |
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|
2013
Q2 | $1.46M | Buy |
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