Union Pacific Corporation shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Union Pacific Corporation (UNP) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Union Pacific Corporation
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Quarterly reported holdings in Union Pacific Corporation by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 5.4k | 246.48 |
| 2024-06-30 | $1.2M | 5.5k | 226.26 |
| 2024-03-31 | $1.4M | 5.5k | 245.93 |
| 2023-12-31 | $1.4M | 5.5k | 245.62 |
| 2023-09-30 | $874k | 4.3k | 203.63 |
| 2023-06-30 | $1.1M | 5.5k | 204.62 |
| 2023-03-31 | $1.1M | 5.7k | 201.26 |
| 2022-12-31 | $1.1M | 5.3k | 207.07 |
| 2022-09-30 | $1.0M | 5.2k | 194.80 |
| 2022-06-30 | $1.1M | 5.2k | 213.22 |
| 2022-03-31 | $1.6M | 5.8k | 273.22 |
| 2021-12-31 | $1.0M | 4.2k | 251.86 |
| 2021-09-30 | $816k | 4.2k | 196.11 |
| 2021-06-30 | $907k | 4.1k | 219.99 |
| 2021-03-31 | $909k | 4.1k | 220.47 |
| 2020-12-31 | $858k | 4.1k | 208.10 |
| 2020-09-30 | $817k | 4.1k | 196.96 |
| 2020-06-30 | $701k | 4.1k | 169.00 |
| 2020-03-31 | $585k | 4.1k | 141.03 |
| 2019-12-31 | $750k | 4.1k | 180.81 |