Wealthquest’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 | $245K | Sell |
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|
2025
Q1 | $254K | Sell |
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|
2024
Q4 | $246K | Buy |
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|
2024
Q3 | $259K | Hold |
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|
2024
Q2 | $238K | Buy |
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|
2024
Q1 | $240K | Sell |
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|
2023
Q4 | $256K | Hold |
|
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|
2023
Q3 | $213K | Sell |
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|
2023
Q2 | $245K | Buy |
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|
2023
Q1 | $240K | Hold |
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|
2022
Q4 | $247K | Hold |
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|
2022
Q3 | $232K | Hold |
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|
2022
Q2 | $254K | Sell |
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|
2022
Q1 | $326K | Hold |
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|
2021
Q4 | $326K | Sell |
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|
2021
Q3 | $256K | Sell |
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|
2021
Q2 | $296K | Buy |
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|
2021
Q1 | $285K | Sell |
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|
2020
Q4 | $276K | Sell |
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|
2020
Q3 | $272K | Hold |
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|
2020
Q2 | $234K | Buy |
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|
2019
Q4 | $343K | Sell |
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|
2019
Q3 | $308K | Sell |
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|
2019
Q2 | $324K | Buy |
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|
2019
Q1 | $307K | Buy |
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|
2018
Q4 | $253K | Buy |
|