Spectrum Wealth Counsel’s Union Pacific UNP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$126K Hold
532
0.02% 135
2024
Q4
$121K Hold
532
0.01% 137
2024
Q3
$131K Sell
532
-748
-58% -$184K 0.02% 134
2024
Q2
$290K Sell
1,280
-221
-15% -$50K 0.04% 112
2024
Q1
$369K Sell
1,501
-7
-0.5% -$1.72K 0.05% 113
2023
Q4
$370K Buy
+1,508
New +$370K 0.05% 106