Smith & Howard 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
Q2 | $285K | Hold |
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|
2025
Q1 | $292K | Hold |
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|
2024
Q4 | $282K | Sell |
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|
2024
Q3 | $320K | Hold |
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|
2024
Q2 | $294K | Hold |
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|
2024
Q1 | $319K | Sell |
|
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|
2023
Q4 | $321K | Hold |
|
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|
2023
Q3 | $266K | Hold |
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|
2023
Q2 | $268K | Sell |
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|
2023
Q1 | $266K | Hold |
|
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|
2022
Q4 | $274K | Buy |
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|
2022
Q3 | $250K | Buy |
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|
2022
Q2 | $243K | Hold |
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|
2022
Q1 | $311K | Sell |
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|
2021
Q4 | $290K | Buy |
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|
2021
Q3 | $222K | Hold |
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|
2021
Q2 | $249K | Hold |
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|
2021
Q1 | $250K | Sell |
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|
2020
Q4 | $239K | Hold |
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|
2020
Q3 | $226K | Sell |
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|
2020
Q2 | $213K | Buy |
|
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $274K | Buy |
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|
2016
Q2 | – | Sell |
|
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|
2016
Q1 | $217K | Hold |
|
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|
2015
Q4 | $213K | Hold |
|
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|
2015
Q3 | $241K | Sell |
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|
2015
Q2 | $264K | Sell |
|
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|
2015
Q1 | $531K | Buy |
|
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|
2014
Q4 | $512K | Buy |
|
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|
2014
Q3 | $305K | Hold |
|
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|
2014
Q2 | $280K | Hold |
|
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|
2014
Q1 | $264K | Hold |
|
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|
2013
Q4 | $236K | Sell |
|
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|
2013
Q3 | $231K | Hold |
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|
2013
Q2 | $230K | Buy |
|