AWA
Acorn Wealth Advisors’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $374K | Sell |
1,624
-11
| -0.7% | -$2.53K | 0.14% | 147 |
|
|
2025
Q1 | $386K | Sell |
1,635
-50
| -3% | -$11.8K | 0.16% | 130 |
|
|
2024
Q4 | $384K | Buy |
1,685
+11
| +0.7% | +$2.51K | 0.16% | 127 |
|
|
2024
Q3 | $413K | Buy |
1,674
+6
| +0.4% | +$1.48K | 0.18% | 115 |
|
|
2024
Q2 | $377K | Sell |
1,668
-48
| -3% | -$10.9K | 0.19% | 111 |
|
|
2024
Q1 | $422K | Hold |
1,716
| – | – | 0.22% | 98 |
|
|
2023
Q4 | $422K | Sell |
1,716
-3
| -0.2% | -$737 | 0.25% | 91 |
|
|
2023
Q3 | $350K | Sell |
1,719
-5
| -0.3% | -$1.02K | 0.23% | 101 |
|
|
2023
Q2 | $353K | Buy |
1,724
+2
| +0.1% | +$409 | 0.24% | 101 |
|
|
2023
Q1 | $347K | Hold |
1,722
| – | – | 0.26% | 95 |
|
|
2022
Q4 | $357K | Buy |
1,722
+18
| +1% | +$3.73K | 0.27% | 87 |
|
|
2022
Q3 | $332K | Buy |
1,704
+15
| +0.9% | +$2.92K | 0.27% | 91 |
|
|
2022
Q2 | $360K | Buy |
1,689
+86
| +5% | +$18.3K | 0.28% | 95 |
|
|
2022
Q1 | $438K | Hold |
1,603
| – | – | 0.3% | 86 |
|
|
2021
Q4 | $404K | Buy |
1,603
+1
| +0.1% | +$252 | 0.26% | 95 |
|
|
2021
Q3 | $314K | Buy |
1,602
+4
| +0.3% | +$784 | 0.22% | 113 |
|
|
2021
Q2 | $351K | Buy |
1,598
+2
| +0.1% | +$439 | 0.24% | 103 |
|
|
2021
Q1 | $352K | Sell |
1,596
-4
| -0.3% | -$882 | 0.25% | 99 |
|
|
2020
Q4 | $333K | Sell |
1,600
-25
| -2% | -$5.2K | 0.26% | 93 |
|
|
2020
Q3 | $320K | Buy |
1,625
+1
| +0.1% | +$197 | 0.28% | 81 |
|
|
2020
Q2 | $275K | Hold |
1,624
| – | – | 0.26% | 87 |
|
|
2020
Q1 | $239K | Hold |
1,624
| – | – | 0.27% | 77 |
|
|
2019
Q4 | $289K | Sell |
1,624
-13
| -0.8% | -$2.31K | 0.24% | 89 |
|
|
2019
Q3 | $287K | Hold |
1,637
| – | – | 0.25% | 87 |
|
|
2019
Q2 | $277K | Sell |
1,637
-21
| -1% | -$3.55K | 0.25% | 84 |
|
|
2019
Q1 | $278K | Hold |
1,658
| – | – | 0.25% | 85 |
|
|
2018
Q4 | $247K | Sell |
1,658
-11
| -0.7% | -$1.64K | 0.25% | 91 |
|
|
2018
Q3 | $246K | Sell |
1,669
-33
| -2% | -$4.86K | 0.24% | 99 |
|
|
2018
Q2 | $244K | Hold |
1,702
| – | – | 0.21% | 97 |
|
|
2018
Q1 | $232K | Buy |
1,702
+146
| +9% | +$19.9K | 0.2% | 100 |
|
|
2017
Q4 | $215K | Buy |
+1,556
| New | +$215K | 0.2% | 95 |
|