Heartwood Wealth Advisors LLC Union Pacific Corp Transaction History

Heartwood Wealth Advisors LLC

$910 Million
Q2 2025

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 5,835 shares of UNP stock, worth $1.3 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

5,835

Previous 5,435 7.36%

Holding current value

$1.3 Million

Previous $1.28 Million 4.6%

% of portfolio

0.15%

Previous 0.15%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 08, 2025	BUY	$208.27 - $238.46 $83,308 - $95,384	400 Added 7.36%	5,835 $1.34 Million
Q1 2025 Apr 21, 2025	SELL	$225.21 - $254.42 $900 - $1,017	-4 Reduced 0.07%	5,435 $1.28 Million
Q4 2024 Jan 10, 2025	BUY	$223.15 - $249.32 $892 - $997	4 Added 0.07%	5,439 $1.24 Million
Q3 2024 Oct 07, 2024	SELL	$221.78 - $256.09 $16,411 - $18,950	-74 Reduced 1.34%	5,435 $1.34 Million
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

# of Institutions

3,036

Shares Held

482M

Call Options Held

4.32M

Put Options Held

3.66M

View Full List

About UNION PACIFIC CORP

Ticker UNP
Exchange NYSE
Sector Industrials
Industry Railroads
Shares Outstandng 614,801,024
Market Cap $137B
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 ...

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Heartwood Wealth Advisors LLC Union Pacific Corp Transaction History