Waverly Advisors’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 | $16.5M | Sell |
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|
2025
Q2 | $16.1M | Sell |
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|
2025
Q1 | $16.8M | Buy |
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|
2024
Q4 | $5.78M | Buy |
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|
2024
Q3 | $5.36M | Sell |
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|
2024
Q2 | $5.16M | Buy |
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|
2024
Q1 | $5.22M | Buy |
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|
2023
Q4 | $1.69M | Buy |
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|
2023
Q3 | $1.36M | Buy |
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|
2023
Q2 | $1.34M | Buy |
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|
2023
Q1 | $478K | Sell |
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|
2022
Q4 | $609K | Buy |
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|
2022
Q3 | $452K | Buy |
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|
2022
Q2 | $375K | Buy |
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|
2022
Q1 | $380K | Sell |
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|
2021
Q4 | $383K | Buy |
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|
2021
Q3 | $253K | Buy |
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|
2021
Q2 | $226K | Hold |
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|
2021
Q1 | $220K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $350K | Buy |
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|
2017
Q3 | $300K | Buy |
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|
2017
Q2 | $256K | Sell |
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|
2017
Q1 | $266K | Sell |
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|
2016
Q4 | $265K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $282K | Buy |
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|
2015
Q3 | $53K | Hold |
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|
2015
Q2 | $57K | Sell |
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|
2015
Q1 | $75K | Hold |
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|
2014
Q4 | $82K | Buy |
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|
2014
Q3 | $17K | Hold |
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|
2014
Q2 | $16K | Sell |
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|
2014
Q1 | $29K | Sell |
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|
2013
Q4 | $537K | Buy |
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|
2013
Q3 | $466K | Hold |
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|
2013
Q2 | $463K | Buy |
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