Sound View Wealth Advisors Group’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 | $893K | Sell |
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|
2025
Q1 | $990K | Buy |
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|
2024
Q4 | $907K | Sell |
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|
2024
Q3 | $998K | Sell |
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|
2024
Q2 | $926K | Sell |
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|
2024
Q1 | $1.04M | Sell |
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|
2023
Q4 | $1.12M | Buy |
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|
2023
Q3 | $895K | Buy |
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|
2023
Q2 | $859K | Sell |
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|
2023
Q1 | $871K | Sell |
|
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|
2022
Q4 | $1.12M | Buy |
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|
2022
Q3 | $549K | Sell |
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|
2022
Q2 | $609K | Buy |
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|
2022
Q1 | $560K | Sell |
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|
2021
Q4 | $543K | Buy |
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|
2021
Q3 | $420K | Sell |
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|
2021
Q2 | $487K | Sell |
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|
2021
Q1 | $495K | Buy |
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|
2020
Q4 | $430K | Hold |
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|
2020
Q3 | $406K | Sell |
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|
2020
Q2 | $366K | Buy |
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|
2020
Q1 | $301K | Sell |
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|
2019
Q4 | $424K | Sell |
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|
2019
Q3 | $392K | Sell |
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|
2019
Q2 | $432K | Buy |
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