AWA
Aaron Wealth Advisors’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Sell |
5,081
-660
| -11% | -$152K | 0.12% | 119 |
|
|
2025
Q1 | $1.36M | Buy |
5,741
+811
| +16% | +$192K | 0.16% | 94 |
|
|
2024
Q4 | $1.12M | Buy |
4,930
+403
| +9% | +$91.9K | 0.13% | 106 |
|
|
2024
Q3 | $1.12M | Buy |
4,527
+346
| +8% | +$85.3K | 0.13% | 105 |
|
|
2024
Q2 | $946K | Buy |
4,181
+79
| +2% | +$17.9K | 0.13% | 102 |
|
|
2024
Q1 | $1.01M | Buy |
4,102
+510
| +14% | +$125K | 0.14% | 94 |
|
|
2023
Q4 | $882K | Buy |
3,592
+195
| +6% | +$47.9K | 0.15% | 87 |
|
|
2023
Q3 | $692K | Sell |
3,397
-33
| -1% | -$6.72K | 0.09% | 123 |
|
|
2023
Q2 | $702K | Buy |
3,430
+204
| +6% | +$41.7K | 0.09% | 124 |
|
|
2023
Q1 | $649K | Buy |
3,226
+110
| +4% | +$22.1K | 0.09% | 133 |
|
|
2022
Q4 | $645K | Buy |
3,116
+1,801
| +137% | +$373K | 0.09% | 126 |
|
|
2022
Q3 | $256K | Sell |
1,315
-188
| -13% | -$36.6K | 0.05% | 176 |
|
|
2022
Q2 | $320K | Sell |
1,503
-266,789
| -99% | -$56.8M | 0.08% | 143 |
|
|
2022
Q1 | $982K | Buy |
268,292
+267,377
| +29,222% | +$979K | 0.01% | 363 |
|
|
2021
Q4 | $230K | Buy |
+915
| New | +$230K | 0.06% | 165 |
|