TriaGen Wealth Management’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 | $376K | Buy |
1,634
+42
| +3% | +$9.66K | 0.11% | 131 |
|
|
2025
Q1 | $376K | Hold |
1,592
| – | – | 0.13% | 125 |
|
|
2024
Q4 | $363K | Hold |
1,592
| – | – | 0.12% | 126 |
|
|
2024
Q3 | $392K | Hold |
1,592
| – | – | 0.13% | 121 |
|
|
2024
Q2 | $360K | Hold |
1,592
| – | – | 0.14% | 122 |
|
|
2024
Q1 | $392K | Sell |
1,592
-125
| -7% | -$30.7K | 0.16% | 112 |
|
|
2023
Q4 | $422K | Buy |
1,717
+67
| +4% | +$16.5K | 0.2% | 102 |
|
|
2023
Q3 | $336K | Sell |
1,650
-100
| -6% | -$20.4K | 0.17% | 107 |
|
|
2023
Q2 | $358K | Hold |
1,750
| – | – | 0.16% | 117 |
|
|
2023
Q1 | $352K | Buy |
1,750
+12
| +0.7% | +$2.42K | 0.18% | 108 |
|
|
2022
Q4 | $360K | Sell |
1,738
-4
| -0.2% | -$828 | 0.2% | 115 |
|
|
2022
Q3 | $339K | Hold |
1,742
| – | – | 0.19% | 110 |
|
|
2022
Q2 | $372K | Buy |
1,742
+12
| +0.7% | +$2.56K | 0.26% | 91 |
|
|
2022
Q1 | $473K | Hold |
1,730
| – | – | 0.25% | 103 |
|
|
2021
Q4 | $436K | Sell |
1,730
-18
| -1% | -$4.54K | 0.22% | 109 |
|
|
2021
Q3 | $343K | Sell |
1,748
-33
| -2% | -$6.48K | 0.19% | 130 |
|
|
2021
Q2 | $390K | Sell |
1,781
-580
| -25% | -$127K | 0.2% | 119 |
|
|
2021
Q1 | $520K | Buy |
2,361
+1
| +0% | +$220 | 0.3% | 91 |
|
|
2020
Q4 | $491K | Buy |
+2,360
| New | +$491K | 0.29% | 97 |
|