Trinity Financial Advisors’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
Q3 | $549K | Buy |
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|
2025
Q2 | $523K | Hold |
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|
2025
Q1 | $509K | Sell |
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|
2024
Q4 | $547K | Buy |
|
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|
2024
Q3 | $557K | Buy |
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|
2024
Q2 | $509K | Hold |
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|
2024
Q1 | $553K | Hold |
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|
2023
Q4 | $552K | Hold |
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|
2023
Q3 | $458K | Hold |
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|
2023
Q2 | $460K | Hold |
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|
2023
Q1 | $453K | Hold |
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|
2022
Q4 | $466K | Hold |
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|
2022
Q3 | $438K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $614K | Hold |
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|
2021
Q4 | $567K | Hold |
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|
2021
Q3 | $441K | Hold |
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|
2021
Q2 | $495K | Hold |
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|
2021
Q1 | $496K | Hold |
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|
2020
Q4 | $468K | Buy |
|