Whalen Wealth Management’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	$389K	Sell	1,691 -1,889	-53%	-$435K	0.24%	117
2025 Q1	$846K	Buy	+3,580	New	+$846K	0.56%	38
2024 Q4	–	Sell	-1,881	Closed	-$464K	–	174
2024 Q3	$464K	Buy	+1,881	New	+$464K	0.33%	74