Summit Financial Wealth Advisors’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
Q3 | $594K | Buy |
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|
2025
Q2 | $488K | Buy |
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|
2025
Q1 | $474K | Hold |
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|
2024
Q4 | $487K | Sell |
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|
2024
Q3 | $756K | Buy |
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|
2024
Q2 | $215K | Hold |
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|
2024
Q1 | $234K | Hold |
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|
2023
Q4 | $233K | Hold |
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|
2023
Q3 | $201K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $228K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $227K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $225K | Sell |
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|
2019
Q3 | $234K | Sell |
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|
2019
Q2 | $293K | Hold |
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|
2019
Q1 | $293K | Sell |
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|
2018
Q4 | $271K | Sell |
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|
2018
Q3 | $298K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $227K | Buy |
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|
2017
Q4 | $210K | Sell |
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|
2017
Q3 | $431K | Sell |
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|
2017
Q2 | $543K | Sell |
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|
2017
Q1 | $578K | Sell |
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|
2016
Q4 | $569K | Sell |
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|
2016
Q3 | $542K | Sell |
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|
2016
Q2 | $545K | Sell |
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|
2016
Q1 | $509K | Sell |
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|
2015
Q4 | $512K | Buy |
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|
2015
Q3 | $84K | Hold |
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|
2015
Q2 | $90K | Buy |
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|
2015
Q1 | $45K | Hold |
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|
2014
Q4 | $52K | Buy |
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