Ownership history in Peterson Wealth Services · 17 quarters on record
This page tracks every 13F SEC filing in which Peterson Wealth Services reported a position in UNION PAC CORP (UNP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 19,681 | +18,449 | +1497.5% | 1.16% | $4.6M | $230.12 |
| 2025 Q3 | REDUCED | 1,232 | -17,589 | -93.5% | 1.11% | $4.5M | $233.77 |
| 2025 Q2 | ADDED | 18,821 | +444 | +2.4% | 1.19% | $4.3M | $226.14 |
| 2025 Q1 | ADDED | 18,377 | +1,604 | +9.6% | 1.34% | $4.3M | $230.80 |
| 2024 Q4 | ADDED | 16,773 | +439 | +2.7% | 1.15% | $3.8M | $221.57 |
| 2024 Q3 | ADDED | 16,334 | +698 | +4.5% | 1.29% | $4.0M | $238.11 |
| 2024 Q2 | ADDED | 15,636 | +371 | +2.4% | 1.24% | $3.5M | $217.42 |
| 2024 Q1 | REDUCED | 15,265 | -366 | -2.3% | 1.37% | $3.8M | $234.98 |
| 2023 Q4 | REDUCED | 15,631 | -1,631 | -9.4% | 1.65% | $3.8M | $233.48 |
| 2023 Q3 | ADDED | 17,262 | +617 | +3.7% | 2.63% | $3.5M | $192.49 |
As of 2025 Q4 — sorted by position size