Wetzel Investment Advisors’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $716K | Sell |
3,113
-91
| -3% | -$20.9K | 0.33% | 49 |
|
|
2025
Q1 | $757K | Sell |
3,204
-83
| -3% | -$19.6K | 0.38% | 46 |
|
|
2024
Q4 | $750K | Sell |
3,287
-11
| -0.3% | -$2.51K | 0.37% | 51 |
|
|
2024
Q3 | $813K | Buy |
3,298
+127
| +4% | +$31.3K | 0.41% | 45 |
|
|
2024
Q2 | $780K | Sell |
3,171
-79
| -2% | -$19.4K | 0.45% | 43 |
|
|
2024
Q1 | $747K | Buy |
3,250
+690
| +27% | +$159K | 0.44% | 42 |
|
|
2023
Q4 | $629K | Buy |
+2,560
| New | +$629K | 0.39% | 43 |
|