Venturi Wealth Management’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 | $828K | Sell |
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|
2025
Q2 | $858K | Buy |
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|
2025
Q1 | $846K | Sell |
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|
2024
Q4 | $1.38M | Buy |
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|
2024
Q3 | $1.35M | Sell |
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|
2024
Q2 | $1.5M | Buy |
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|
2024
Q1 | $1.21M | Buy |
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|
2023
Q4 | $1.05M | Buy |
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|
2023
Q3 | $693K | Buy |
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|
2023
Q2 | $545K | Buy |
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|
2023
Q1 | $477K | Hold |
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|
2022
Q4 | $490K | Buy |
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|
2022
Q3 | $374K | Buy |
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|
2022
Q2 | $249K | Sell |
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|
2022
Q1 | $333K | Buy |
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|
2021
Q4 | $235K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $713K | Buy |
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|
2020
Q2 | $569K | Buy |
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|
2020
Q1 | $368K | Buy |
|