Summit Securities 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 | $156K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $46K | Sell |
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|
2023
Q4 | $835K | Buy |
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|
2023
Q3 | $448K | Buy |
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|
2023
Q2 | $266K | Sell |
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|
2023
Q1 | $342K | Sell |
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|
2022
Q4 | $537K | Sell |
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|
2022
Q3 | $545K | Buy |
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|
2022
Q2 | $301K | Buy |
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|
2022
Q1 | $153K | Sell |
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|
2021
Q4 | $1.48M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $333K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $625K | Buy |
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|
2020
Q3 | $570K | Buy |
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|
2020
Q2 | – | Hold |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $325K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $594K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $858K | Buy |
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|
2017
Q3 | $278K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $3.04M | Buy |
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|
2016
Q3 | – | Hold |
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|
2016
Q2 | – | Hold |
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|
2016
Q1 | – | Hold |
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|
2015
Q4 | – | Hold |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $67K | Sell |
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|
2015
Q1 | $97K | Sell |
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|
2014
Q4 | $1M | Sell |
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|
2014
Q3 | $1.92M | Buy |
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|
2014
Q2 | $668K | Sell |
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|
2014
Q1 | $826K | Sell |
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|
2013
Q4 | $3.93M | Buy |
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|
2013
Q3 | $1.94M | Buy |
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