WealthPlan 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
Q3
$2.79M Sell
2025
Q2
$2.9M Buy
2025
Q1
$2.59M Buy
2024
Q4
$2.37M Sell
2024
Q3
$2.71M Buy
2024
Q2
$2.3M Sell
2024
Q1
$2.56M Sell
2023
Q4
$2.57M Sell
2023
Q3
$2.14M Buy
2023
Q2
$1.37M Sell
2023
Q1
$2.11M Sell
2022
Q4
$5.81M Buy
2022
Q3
$5.92M Buy
2022
Q1
$6.15M Buy