WFA of San Diego’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 | $57.5K | Buy |
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|
2024
Q3 | $61.6K | Hold |
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|
2024
Q2 | $56.6K | Buy |
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|
2023
Q3 | $50.9K | Sell |
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|
2023
Q2 | $55.2K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $87K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $90K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $165K | Buy |
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|
2021
Q3 | $101K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $208 | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $426K | Buy |
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