Triad Wealth Partners’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 | $402K | Buy |
1,748
+244
| +16% | +$56.1K | 0.08% | 178 |
|
|
2025
Q1 | $355K | Buy |
1,504
+128
| +9% | +$30.2K | 0.11% | 137 |
|
|
2024
Q4 | $314K | Buy |
+1,376
| New | +$314K | 0.11% | 129 |
|
|
2024
Q3 | – | Sell |
-907
| Closed | -$205K | – | 869 |
|
|
2024
Q2 | $205K | Buy |
+907
| New | +$205K | 0.11% | 92 |
|