Williams Jones Wealth 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
Q2 | $6.57M | Sell |
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|
2025
Q1 | $6.97M | Sell |
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|
2024
Q4 | $7.37M | Sell |
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|
2024
Q3 | $8.36M | Sell |
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|
2024
Q2 | $7.71M | Sell |
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|
2024
Q1 | $8.74M | Buy |
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|
2023
Q4 | $8.58M | Sell |
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|
2023
Q3 | $7.39M | Sell |
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|
2023
Q2 | $7.47M | Sell |
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|
2023
Q1 | $7.4M | Buy |
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|
2022
Q4 | $7.47M | Sell |
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|
2022
Q3 | $7.05M | Buy |
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|
2022
Q2 | $7.55M | Buy |
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|
2022
Q1 | $7.5M | Buy |
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|
2021
Q4 | $5.55M | Buy |
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|
2021
Q3 | $4.26M | Sell |
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|
2021
Q2 | $5.04M | Buy |
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|
2021
Q1 | $4.93M | Sell |
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|
2020
Q4 | $4.81M | Sell |
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|
2020
Q3 | $4.55M | Sell |
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|
2020
Q2 | $4.22M | Buy |
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|
2020
Q1 | $3.47M | Sell |
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|
2019
Q4 | $4.59M | Buy |
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|
2019
Q3 | $3.92M | Buy |
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