Wealth 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 | $410K | Buy |
1,782
+9
| +0.5% | +$2.07K | 0.41% | 54 |
|
2025
Q1 | $419K | Sell |
1,773
-381
| -18% | -$90K | 0.27% | 80 |
|
2024
Q4 | $491K | Buy |
2,154
+362
| +20% | +$82.5K | 0.32% | 72 |
|
2024
Q3 | $442K | Sell |
1,792
-375
| -17% | -$92.5K | 0.3% | 81 |
|
2024
Q2 | $490K | Sell |
2,167
-88
| -4% | -$19.9K | 0.35% | 67 |
|
2024
Q1 | $555K | Buy |
+2,255
| New | +$555K | 0.42% | 56 |
|