Waldron Private Wealth’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
Q1 | – | Sell |
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|
2024
Q4 | $1.24M | Sell |
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|
2024
Q3 | $1.35M | Buy |
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|
2024
Q2 | $1.18M | Sell |
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|
2024
Q1 | $1.35M | Buy |
|
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|
2023
Q4 | $1.29M | Sell |
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|
2023
Q3 | $1.1M | Sell |
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|
2023
Q2 | $1.14M | Sell |
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|
2023
Q1 | $1.13M | Buy |
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|
2022
Q4 | $892K | Hold |
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|
2022
Q3 | $892K | Sell |
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|
2022
Q2 | $1.03M | Buy |
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|
2022
Q1 | $1.3M | Buy |
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|
2021
Q4 | $1.06M | Buy |
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|
2021
Q3 | $796K | Buy |
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|
2021
Q2 | $592K | Sell |
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|
2021
Q1 | $714K | Buy |
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|
2020
Q4 | $663K | Sell |
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|
2020
Q3 | $657K | Sell |
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|
2020
Q2 | $643K | Sell |
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|
2020
Q1 | $558K | Sell |
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|
2019
Q4 | $764K | Sell |
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|
2019
Q3 | $776K | Buy |
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|
2019
Q2 | $703K | Sell |
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|
2019
Q1 | $778K | Buy |
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|
2018
Q4 | $565K | Buy |
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|
2018
Q3 | $550K | Buy |
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|
2018
Q2 | $310K | Buy |
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|
2018
Q1 | $291K | Hold |
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|
2017
Q4 | $290K | Sell |
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|
2017
Q3 | $268K | Hold |
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|
2017
Q2 | $252K | Sell |
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|
2017
Q1 | $406K | Buy |
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|
2016
Q4 | $266K | Hold |
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|
2016
Q3 | $250K | Buy |
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|
2016
Q2 | $215K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $246K | Buy |
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|
2015
Q1 | $226K | Sell |
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|
2014
Q4 | $251K | Buy |
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|
2014
Q3 | $227K | Sell |
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|
2014
Q2 | $243K | Sell |
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|
2014
Q1 | $241K | Sell |
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|
2013
Q4 | $246K | Buy |
|