Wealth Management Associates’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 | $486K | Hold |
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|
2025
Q1 | $499K | Hold |
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|
2024
Q4 | $482K | Sell |
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|
2024
Q3 | $586K | Hold |
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|
2024
Q2 | $538K | Hold |
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|
2024
Q1 | $538K | Sell |
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|
2023
Q4 | $605K | Buy |
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|
2023
Q3 | $474K | Buy |
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|
2023
Q2 | $446K | Sell |
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|
2023
Q1 | $449K | Buy |
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|
2022
Q4 | $454K | Buy |
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|
2022
Q3 | $213K | Hold |
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|
2022
Q2 | $233K | Sell |
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|
2022
Q1 | $357K | Hold |
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|
2021
Q4 | $329K | Hold |
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|
2021
Q3 | $256K | Hold |
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|
2021
Q2 | $287K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $495K | Buy |
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|
2020
Q3 | $453K | Buy |
|