Strategic Family Wealth Counselors’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 | $542K | Sell |
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|
2025
Q1 | $560K | Buy |
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|
2024
Q4 | $540K | Buy |
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|
2024
Q3 | $580K | Buy |
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|
2024
Q2 | $530K | Hold |
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|
2024
Q1 | $576K | Hold |
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|
2023
Q4 | $575K | Hold |
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|
2023
Q3 | $477K | Sell |
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|
2023
Q2 | $480K | Hold |
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|
2023
Q1 | $472K | Buy |
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|
2022
Q4 | $485K | Sell |
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|
2022
Q3 | $456K | Buy |
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|
2022
Q2 | $498K | Buy |
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|
2022
Q1 | $443K | Hold |
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|
2021
Q4 | $408K | Sell |
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|
2021
Q3 | $423K | Hold |
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|
2021
Q2 | $475K | Hold |
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|
2021
Q1 | $476K | Hold |
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|
2020
Q4 | $450K | Hold |
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|
2020
Q3 | $425K | Hold |
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|
2020
Q2 | $365K | Sell |
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|
2020
Q1 | $306K | Sell |
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|
2019
Q4 | $507K | Hold |
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|
2019
Q3 | $454K | Buy |
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|
2019
Q2 | $457K | Sell |
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|
2019
Q1 | $483K | Hold |
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|
2018
Q4 | $399K | Buy |
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