Union Pacific Corporation shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Union Pacific Corporation (UNP) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Union Pacific Corporation
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Quarterly reported holdings in Union Pacific Corporation by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $689k | 2.9k | 236.34 |
| 2025-06-30 | $895k | 3.9k | 230.08 |
| 2025-03-31 | $1.3M | 5.4k | 236.23 |
| 2024-12-31 | $1.8M | 7.8k | 228.05 |
| 2024-09-30 | $15M | 63k | 246.48 |
| 2024-06-30 | $13M | 55k | 226.26 |
| 2024-03-31 | $15M | 62k | 245.93 |
| 2023-09-30 | $11M | 53k | 203.63 |
| 2023-06-30 | $9.1M | 45k | 204.62 |
| 2023-03-31 | $8.7M | 43k | 201.26 |
| 2022-12-31 | $8.7M | 42k | 207.07 |
| 2022-09-30 | $7.8M | 40k | 194.83 |
| 2022-06-30 | $8.8M | 41k | 213.27 |
| 2022-03-31 | $11M | 40k | 273.20 |
| 2021-12-31 | $9.0M | 36k | 251.92 |
| 2021-09-30 | $7.6M | 39k | 196.08 |
| 2021-06-30 | $5.7M | 26k | 219.17 |
| 2021-03-31 | $5.0M | 23k | 220.46 |
| 2020-12-31 | $2.0M | 9.6k | 208.20 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management