Union Pacific Corporation shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of Union Pacific Corporation (UNP) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in Union Pacific Corporation
Tip: Access up to 7 years of quarterly data
All positions including Union Pacific Corporation held by Summit Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Union Pacific Corporation by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $215k | 950 | 226.26 |
| 2024-03-31 | $234k | 950 | 245.93 |
| 2023-12-31 | $233k | 950 | 245.62 |
| 2023-09-30 | $201k | 950 | 211.41 |
| 2022-06-30 | $228k | 1.1k | 216.94 |
| 2021-12-31 | $227k | 899 | 252.50 |
| 2019-12-31 | $225k | 1.3k | 178.29 |
| 2019-09-30 | $234k | 1.5k | 161.05 |
| 2019-06-30 | $293k | 1.7k | 169.36 |
| 2019-03-31 | $293k | 1.7k | 169.36 |
| 2018-12-31 | $271k | 2.0k | 138.48 |
| 2018-09-30 | $298k | 2.0k | 151.73 |
| 2018-03-31 | $227k | 1.7k | 134.24 |
| 2017-12-31 | $210k | 1.6k | 133.84 |
| 2017-09-30 | $431k | 3.7k | 116.05 |
| 2017-06-30 | $543k | 5.0k | 108.86 |
| 2017-03-31 | $578k | 5.5k | 105.88 |
| 2016-12-31 | $569k | 5.5k | 103.74 |
| 2016-09-30 | $542k | 5.6k | 97.50 |
| 2016-06-30 | $545k | 6.2k | 87.27 |
| 2016-03-31 | $509k | 6.4k | 79.51 |
| 2015-12-31 | $512k | 6.5k | 78.26 |
| 2015-09-30 | $84k | 953 | 88.14 |
| 2015-06-30 | $90k | 953 | 94.44 |
| 2015-03-31 | $45k | 440 | 102.27 |
| 2014-12-31 | $52k | 440 | 118.18 |
More positions owned by Summit Financial Wealth Advisors
View all positions for Summit Financial Wealth Advisors