A detailed history of Heartwood Wealth Advisors LLC transactions in Union Pacific Corp stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 5,509 shares of UNP stock, worth $1.38 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
5,509
Previous 5,509 -0.0%
Holding current value
$1.38 Million
Previous $1.35 Million 7.98%
% of portfolio
0.15%
Previous 0.17%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 17, 2024

BUY
$200.64 - $246.02 $243,978 - $299,160
1,216 Added 28.33%
5,509 $1.35 Million
Q3 2023

Oct 17, 2023

SELL
$202.4 - $238.0 $254,214 - $298,928
-1,256 Reduced 22.63%
4,293 $874,000
Q2 2023

Jul 19, 2023

SELL
$191.5 - $205.92 $22,405 - $24,092
-117 Reduced 2.06%
5,549 $1.14 Million
Q1 2023

Apr 14, 2023

BUY
$185.72 - $214.7 $67,416 - $77,936
363 Added 6.85%
5,666 $1.14 Million
Q4 2022

Jan 12, 2023

BUY
$186.45 - $218.02 $27,781 - $32,484
149 Added 2.89%
5,303 $0
Q3 2022

Oct 25, 2022

SELL
$194.82 - $241.91 $974 - $1,209
-5 Reduced 0.1%
5,154 $1 Million
Q2 2022

Jul 25, 2022

SELL
$206.45 - $259.96 $124,282 - $156,495
-602 Reduced 10.45%
5,159 $1.1 Million
Q1 2022

Apr 26, 2022

BUY
$238.04 - $276.69 $380,864 - $442,704
1,600 Added 38.45%
5,761 $1.57 Million
Q3 2021

Oct 12, 2021

BUY
$196.01 - $228.35 $7,448 - $8,677
38 Added 0.92%
4,161 $816,000
Q4 2020

Jan 26, 2021

SELL
$173.37 - $209.85 $4,334 - $5,246
-25 Reduced 0.6%
4,123 $858,000
Q4 2019

Jan 31, 2020

BUY
$151.47 - $181.41 $628,297 - $752,488
4,148 New
4,148 $750,000

Others Institutions Holding UNP

About UNION PACIFIC CORP


  • Ticker UNP
  • Exchange NYSE
  • Sector Industrials
  • Industry Railroads
  • Shares Outstandng 614,801,024
  • Market Cap $153B
  • Description
  • Union Pacific Corporation, through its subsidiary, Union Pacific Railroad Company, operates in the railroad business in the United States. The company offers transportation services for grain and grain products, fertilizers, food and refrigerated products, and coal and renewables to grain processors, animal feeders, ethanol producers, and other ...
More about UNP
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