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