Summit Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $200K | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $222K | Hold |
|
|||||
|
2024
Q2 | $203K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $213K | Sell |
|
|||||
|
2023
Q1 | $1K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $534K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $453K | Hold |
|
|||||
|
2020
Q3 | $428K | Hold |
|
|||||
|
2020
Q2 | $368K | Buy |
|
|||||
|
2020
Q1 | $296K | Hold |
|
|||||
|
2019
Q4 | $380K | Buy |
|