UP Strategic Wealth Investment Advisors’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 | $289K | Sell |
1,255
-186
| -13% | -$42.8K | 0.23% | 65 |
|
|
2025
Q1 | $340K | Buy |
1,441
+127
| +10% | +$30K | 0.3% | 54 |
|
|
2024
Q4 | $300K | Buy |
1,314
+285
| +28% | +$65K | 0.3% | 56 |
|
|
2024
Q3 | $254K | Buy |
1,029
+118
| +13% | +$29.1K | 0.28% | 65 |
|
|
2024
Q2 | $206K | Hold |
911
| – | – | 0.31% | 58 |
|
|
2024
Q1 | $224K | Hold |
911
| – | – | 0.37% | 55 |
|
|
2023
Q4 | $224K | Buy |
+911
| New | +$224K | 0.41% | 49 |
|