U.S. Capital Wealth 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 | $1.17M | Buy |
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|
2025
Q2 | $1.1M | Sell |
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|
2025
Q1 | $1.15M | Buy |
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|
2024
Q4 | $797K | Sell |
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|
2024
Q3 | $891K | Buy |
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|
2024
Q2 | $772K | Buy |
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|
2024
Q1 | $794K | Sell |
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|
2023
Q4 | $853K | Buy |
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|
2023
Q3 | $623K | Sell |
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|
2023
Q2 | $761K | Sell |
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|
2023
Q1 | $835K | Sell |
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|
2022
Q4 | $865K | Buy |
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|
2022
Q3 | $809K | Sell |
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|
2022
Q2 | $887K | Sell |
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|
2022
Q1 | $1.79M | Buy |
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|
2021
Q4 | $1.61M | Sell |
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|
2021
Q3 | $1.54M | Buy |
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