Waypoint Wealth Partners’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 | $460K | Hold |
2,000
| – | – | 0.11% | 51 |
|
|
2025
Q1 | $472K | Sell |
2,000
-86
| -4% | -$20.3K | 0.13% | 41 |
|
|
2024
Q4 | $476K | Hold |
2,086
| – | – | 0.13% | 46 |
|
|
2024
Q3 | $514K | Buy |
+2,086
| New | +$514K | 0.14% | 44 |
|
|
2024
Q2 | – | Sell |
-2,000
| Closed | -$492K | – | 73 |
|
|
2024
Q1 | $492K | Buy |
+2,000
| New | +$492K | 0.14% | 43 |
|