Weatherly Asset 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 | $299K | Hold |
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|
2025
Q2 | $291K | Sell |
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|
2025
Q1 | $309K | Buy |
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|
2024
Q4 | $290K | Buy |
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|
2024
Q3 | $307K | Buy |
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|
2024
Q2 | $281K | Buy |
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|
2024
Q1 | $296K | Buy |
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|
2023
Q4 | $291K | Sell |
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|
2023
Q3 | $251K | Buy |
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|
2023
Q2 | $252K | Buy |
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|
2023
Q1 | $247K | Buy |
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|
2022
Q4 | $245K | Buy |
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|
2022
Q3 | $231K | Buy |
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|
2022
Q2 | $252K | Sell |
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|
2022
Q1 | $333K | Buy |
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|
2021
Q4 | $306K | Sell |
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|
2021
Q3 | $248K | Buy |
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|
2021
Q2 | $278K | Buy |
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|
2021
Q1 | $278K | Buy |
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|
2020
Q4 | $262K | Sell |
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|
2020
Q3 | $284K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $227K | Buy |
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|
2019
Q1 | $223K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $245K | Sell |
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|
2018
Q2 | $225K | Hold |
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|
2018
Q1 | $213K | Hold |
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|
2017
Q4 | $213K | Buy |
|