Summit Trail 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 | $4.52M | Buy |
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|
2025
Q2 | $3.55M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $1.66M | Buy |
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|
2024
Q2 | $1.45M | Sell |
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|
2024
Q1 | $1.83M | Buy |
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|
2023
Q4 | $1.67M | Buy |
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|
2023
Q3 | $1.33M | Buy |
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|
2023
Q2 | $1.13M | Buy |
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|
2023
Q1 | $550K | Buy |
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|
2022
Q4 | $557K | Sell |
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|
2022
Q3 | $608K | Buy |
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|
2022
Q2 | $592K | Sell |
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|
2022
Q1 | $1.15M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $267K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $478K | Buy |
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|
2017
Q4 | $441K | Buy |
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