Wealth Management Partners’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $227K | Hold |
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|
2025
Q4 | $217K | Hold |
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|
2025
Q3 | $221K | Hold |
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|
2025
Q2 | $220K | Sell |
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|
2025
Q1 | $238K | Hold |
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|
2024
Q4 | $230K | Hold |
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|
2024
Q3 | $249K | Hold |
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|
2024
Q2 | $228K | Hold |
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|
2024
Q1 | $248K | Hold |
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|
2023
Q4 | $248K | Hold |
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|
2023
Q3 | $205K | Hold |
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|
2023
Q2 | $206K | Sell |
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|
2023
Q1 | $213K | Buy |
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|
2022
Q4 | $219K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $215K | Hold |
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|
2022
Q1 | $283K | Hold |
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|
2021
Q4 | $273K | Sell |
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|
2021
Q3 | $213K | Hold |
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|
2021
Q2 | $239K | Hold |
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|
2021
Q1 | $240K | Hold |
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|
2020
Q4 | $217K | Buy |
|