1WA
180 Wealth Advisors’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
5,516
+102
| +2% | +$23.5K | 0.18% | 125 |
|
|
2025
Q1 | $1.28M | Sell |
5,414
-142
| -3% | -$33.5K | 0.2% | 112 |
|
|
2024
Q4 | $1.27M | Sell |
5,556
-235
| -4% | -$53.6K | 0.2% | 111 |
|
|
2024
Q3 | $1.43M | Buy |
5,791
+47
| +0.8% | +$11.6K | 0.22% | 99 |
|
|
2024
Q2 | $1.31M | Sell |
5,744
-115
| -2% | -$26.3K | 0.21% | 104 |
|
|
2024
Q1 | $1.44M | Sell |
5,859
-210
| -3% | -$51.6K | 0.26% | 96 |
|
|
2023
Q4 | $1.48M | Buy |
6,069
+174
| +3% | +$42.4K | 0.3% | 93 |
|
|
2023
Q3 | $1.2M | Sell |
5,895
-222
| -4% | -$45.2K | 0.27% | 97 |
|
|
2023
Q2 | $1.26M | Buy |
6,117
+59
| +1% | +$12.2K | 0.28% | 94 |
|
|
2023
Q1 | $1.22M | Buy |
6,058
+29
| +0.5% | +$5.84K | 0.28% | 94 |
|
|
2022
Q4 | $1.21M | Buy |
6,029
+528
| +10% | +$106K | 0.29% | 95 |
|
|
2022
Q3 | $1.07M | Sell |
5,501
-14
| -0.3% | -$2.73K | 0.3% | 91 |
|
|
2022
Q2 | $1.19M | Sell |
5,515
-431
| -7% | -$92.8K | 0.3% | 87 |
|
|
2022
Q1 | $1.46M | Sell |
5,946
-150
| -2% | -$36.9K | 0.32% | 84 |
|
|
2021
Q4 | $1.5M | Sell |
6,096
-335
| -5% | -$82.5K | 0.34% | 82 |
|
|
2021
Q3 | $1.45M | Buy |
6,431
+88
| +1% | +$19.8K | 0.32% | 88 |
|
|
2021
Q2 | $1.41M | Sell |
6,343
-19
| -0.3% | -$4.21K | 0.32% | 88 |
|
|
2021
Q1 | $1.41M | Sell |
6,362
-20
| -0.3% | -$4.43K | 0.35% | 84 |
|
|
2020
Q4 | $1.37M | Sell |
6,382
-1,233
| -16% | -$265K | 0.4% | 71 |
|
|
2020
Q3 | $1.58M | Buy |
7,615
+769
| +11% | +$159K | 0.59% | 40 |
|
|
2020
Q2 | $1.24M | Sell |
6,846
-46
| -0.7% | -$8.34K | 0.49% | 52 |
|
|
2020
Q1 | $977K | Sell |
6,892
-166
| -2% | -$23.5K | 0.51% | 54 |
|
|
2019
Q4 | $1.28M | Sell |
7,058
-243
| -3% | -$43.9K | 0.51% | 52 |
|
|
2019
Q3 | $1.18M | Sell |
7,301
-271
| -4% | -$43.7K | 0.52% | 49 |
|
|
2019
Q2 | $1.33M | Sell |
7,572
-223
| -3% | -$39K | 0.6% | 42 |
|
|
2019
Q1 | $1.36M | Sell |
7,795
-36
| -0.5% | -$6.29K | 0.62% | 39 |
|
|
2018
Q4 | $1.28M | Hold |
7,831
| – | – | 0.6% | 43 |
|
|
2018
Q3 | $1.28M | Sell |
7,831
-8,042
| -51% | -$1.31M | 0.59% | 43 |
|
|
2018
Q2 | $2.25M | Sell |
15,873
-405
| -2% | -$57.4K | 1.11% | 15 |
|
|
2018
Q1 | $2.19M | Sell |
16,278
-922
| -5% | -$124K | 1.14% | 17 |
|
|
2017
Q4 | $2.31M | Buy |
+17,200
| New | +$2.31M | 1.17% | 17 |
|