Von Berge Wealth Management Group’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 | $282K | Hold |
1,228
| – | – | 0.16% | 48 |
|
|
2025
Q1 | $265K | Hold |
1,228
| – | – | 0.17% | 47 |
|
|
2024
Q4 | $307K | Hold |
1,228
| – | – | 0.19% | 48 |
|
|
2024
Q3 | $305K | Sell |
1,228
-48
| -4% | -$11.9K | 0.19% | 47 |
|
|
2024
Q2 | $287K | Hold |
1,276
| – | – | 0.18% | 48 |
|
|
2024
Q1 | $314K | Buy |
1,276
+48
| +4% | +$11.8K | 0.2% | 45 |
|
|
2023
Q4 | $292K | Hold |
1,228
| – | – | 0.22% | 49 |
|
|
2023
Q3 | $250K | Hold |
1,228
| – | – | 0.21% | 50 |
|
|
2023
Q2 | $251K | Hold |
1,228
| – | – | 0.21% | 52 |
|
|
2023
Q1 | $245K | Hold |
1,228
| – | – | 0.22% | 51 |
|
|
2022
Q4 | $249K | Hold |
1,228
| – | – | 0.22% | 50 |
|
|
2022
Q3 | $238K | Hold |
1,228
| – | – | 0.25% | 45 |
|
|
2022
Q2 | $254K | Hold |
1,228
| – | – | 0.26% | 45 |
|
|
2022
Q1 | $302K | Hold |
1,228
| – | – | 0.28% | 45 |
|
|
2021
Q4 | $300K | Buy |
+1,228
| New | +$300K | 0.28% | 41 |
|