Waverton Investment 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
Q2 | $920K | Sell |
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|
2025
Q1 | $1.13M | Hold |
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|
2024
Q4 | $1.09M | Sell |
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|
2024
Q3 | $1.22M | Sell |
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|
2024
Q2 | $2.63M | Sell |
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|
2024
Q1 | $3.39M | Hold |
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|
2023
Q4 | $3.39M | Sell |
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|
2023
Q3 | $2.83M | Sell |
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|
2023
Q2 | $3.58M | Sell |
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|
2023
Q1 | $4.28M | Sell |
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|
2022
Q4 | $8.13M | Sell |
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|
2022
Q3 | $14.2M | Sell |
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|
2022
Q2 | $116M | Buy |
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|
2022
Q1 | $148M | Sell |
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|
2021
Q4 | $140M | Buy |
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|
2021
Q3 | $108M | Buy |
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|
2021
Q2 | $121M | Buy |
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|
2021
Q1 | $121M | Buy |
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|
2020
Q4 | $114M | Sell |
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|
2020
Q3 | $120M | Sell |
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|
2020
Q2 | $106M | Buy |
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|
2020
Q1 | $86.4M | Sell |
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|
2019
Q4 | $112M | Sell |
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|
2019
Q3 | $106M | Buy |
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|
2019
Q2 | $109M | Buy |
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|
2019
Q1 | $106M | Sell |
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|
2018
Q4 | $88.3M | Sell |
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|
2018
Q3 | $104M | Buy |
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|
2018
Q2 | $57.4M | Buy |
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|
2018
Q1 | $49.8M | Buy |
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|
2017
Q4 | $36.2M | Buy |
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|
2017
Q3 | $29.5M | Sell |
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|
2017
Q2 | $32.4M | Sell |
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|
2017
Q1 | $37M | Sell |
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|
2016
Q4 | $44.7M | Sell |
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|
2016
Q3 | $44.3M | Buy |
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|
2016
Q2 | $37.3M | Sell |
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|
2016
Q1 | $34.3M | Sell |
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|
2015
Q4 | $55.1M | Sell |
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|
2015
Q3 | $68.6M | Buy |
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|
2015
Q2 | $66.3M | Buy |
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|
2015
Q1 | $66.2M | Sell |
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|
2014
Q4 | $82.1M | Sell |
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|
2014
Q3 | $79.7M | Sell |
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|
2014
Q2 | $77M | Sell |
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|
2014
Q1 | $81.7M | Sell |
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|
2013
Q4 | $74.4M | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $58.2M | Buy |
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