Transform Wealth’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
Q1 | $1.26M | Sell |
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|
2024
Q4 | $1.24M | Buy |
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|
2024
Q3 | $226K | Hold |
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|
2024
Q2 | $207K | Sell |
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|
2024
Q1 | $227K | Sell |
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|
2023
Q4 | $232K | Sell |
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|
2023
Q3 | $210K | Sell |
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|
2023
Q2 | $211K | Sell |
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|
2023
Q1 | $446K | Sell |
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|
2022
Q4 | $593K | Buy |
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|
2022
Q3 | $449K | Sell |
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|
2022
Q2 | $576K | Sell |
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|
2022
Q1 | $1.17M | Sell |
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|
2021
Q4 | $1.16M | Sell |
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|
2021
Q3 | $957K | Sell |
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|
2021
Q2 | $1.16M | Sell |
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|
2021
Q1 | $1.19M | Buy |
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|
2020
Q4 | $1.1M | Sell |
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|
2020
Q3 | $1.07M | Sell |
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|
2020
Q2 | $932K | Sell |
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|
2020
Q1 | $782K | Buy |
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|
2019
Q4 | $960K | Buy |
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|
2019
Q3 | $617K | Sell |
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|
2019
Q2 | $1.06M | Buy |
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|
2019
Q1 | $251K | Sell |
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|
2018
Q4 | $242K | Buy |
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|
2018
Q3 | $277K | Hold |
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|
2018
Q2 | $241K | Buy |
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|
2018
Q1 | $214K | Buy |
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|
2017
Q4 | $207K | Buy |
|