The Wealth Group’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $254K | Hold |
1,105
| – | – | 0.06% | 64 |
|
2025
Q1 | $261K | Sell |
1,105
-94
| -8% | -$22.2K | 0.08% | 54 |
|
2024
Q4 | $273K | Sell |
1,199
-51
| -4% | -$11.6K | 0.08% | 51 |
|
2024
Q3 | $308K | Hold |
1,250
| – | – | 0.09% | 47 |
|
2024
Q2 | $283K | Hold |
1,250
| – | – | 0.09% | 47 |
|
2024
Q1 | $309K | Sell |
1,250
-40
| -3% | -$9.9K | 0.1% | 45 |
|
2023
Q4 | $322K | Buy |
+1,290
| New | +$322K | 0.11% | 42 |
|