Shepherd Financial Partners’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 | $270K | Sell |
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|
2025
Q1 | $295K | Buy |
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|
2024
Q4 | $280K | Sell |
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|
2024
Q3 | $467K | Buy |
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|
2024
Q2 | $418K | Hold |
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|
2024
Q1 | $453K | Buy |
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|
2023
Q4 | $451K | Buy |
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|
2023
Q3 | $368K | Buy |
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|
2023
Q2 | $332K | Buy |
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|
2023
Q1 | $316K | Sell |
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|
2022
Q4 | $422K | Buy |
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|
2022
Q3 | $379K | Sell |
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|
2022
Q2 | $420K | Sell |
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|
2022
Q1 | $839K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $242K | Hold |
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|
2018
Q2 | $244K | Buy |
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|
2018
Q1 | $230K | Sell |
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|
2017
Q4 | $445K | Hold |
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|
2017
Q3 | $376K | Hold |
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|
2017
Q2 | $357K | Sell |
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|
2017
Q1 | $373K | Sell |
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|
2016
Q4 | $372K | Buy |
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