Valued Wealth 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 | $65.6K | Sell |
285
-148
| -34% | -$34.1K | 0.03% | 68 |
|
|
2025
Q1 | $102K | Buy |
433
+30
| +7% | +$7.1K | 0.06% | 60 |
|
|
2024
Q4 | $92K | Buy |
403
+260
| +182% | +$59.3K | 0.06% | 61 |
|
|
2024
Q3 | $35.3K | Sell |
143
-26
| -15% | -$6.42K | 0.02% | 98 |
|
|
2024
Q2 | $38.3K | Sell |
169
-18
| -10% | -$4.08K | 0.03% | 84 |
|
|
2024
Q1 | $46.1K | Buy |
187
+75
| +67% | +$18.5K | 0.03% | 72 |
|
|
2023
Q4 | $22.8K | Buy |
+112
| New | +$22.8K | 0.02% | 80 |
|