Westbourne Investment Advisors’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 | $674K | Hold |
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|
2025
Q2 | $656K | Hold |
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|
2025
Q1 | $674K | Hold |
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|
2024
Q4 | $650K | Hold |
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|
2024
Q3 | $703K | Hold |
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|
2024
Q2 | $645K | Hold |
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|
2024
Q1 | $701K | Hold |
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|
2023
Q4 | $700K | Hold |
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|
2023
Q3 | $581K | Hold |
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|
2023
Q2 | $583K | Hold |
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|
2023
Q1 | $574K | Hold |
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|
2022
Q4 | $590K | Sell |
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|
2022
Q3 | $565K | Hold |
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|
2022
Q2 | $618K | Hold |
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|
2022
Q1 | $792K | Hold |
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|
2021
Q4 | $730K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $225K | Buy |
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