Number of Shares
39,281.00
Current Holdings Value*
$9.86 Mil
% of Portfolio
0.82%
Total Estimate Gain
$607,636.78
% of Total Estimate Gain
4.90%

Strategic Wealth Partners, Ltd.'s Union Pacific Corp Holding Summary

As of 2024-12-31, Strategic Wealth Partners, Ltd. held 39,281.00 shares of Union Pacific Corp(UNP), totaling $9.86 Mil. This investment constitutes 0.82% of their stock portfolio, and Strategic Wealth Partners, Ltd. now holds 0.01% of the outstanding Union Pacific Corp(UNP) stock.

The initial trade took place in 2018Q2. And since then Strategic Wealth Partners, Ltd. has made 9 purchases of UNP, at an average price of $211.78, for a total of 58,563.00 shares. In addition, there have been 16 sales at an average price of $204.14 for 19,282.00 shares. Based on historical transaction data and UNP's current price of $231.00, Strategic Wealth Partners, Ltd.'s estimated gain on his UNP holdings is $607,636.78, reflecting a 4.90% gain to date.

Strategic Wealth Partners, Ltd. UNP ($231.00) Holding Chart

Strategic Wealth Partners, Ltd. UNP ($231.00) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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