AO
Advisor OS’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $670K | Sell |
2,913
-307
| -10% | -$70.6K | 0.07% | 205 |
|
|
2025
Q1 | $761K | Buy |
3,220
+86
| +3% | +$20.3K | 0.09% | 160 |
|
|
2024
Q4 | $715K | Buy |
3,134
+298
| +11% | +$68K | 0.08% | 165 |
|
|
2024
Q3 | $699K | Buy |
2,836
+170
| +6% | +$41.9K | 0.07% | 210 |
|
|
2024
Q2 | $603K | Sell |
2,666
-20
| -0.7% | -$4.52K | 0.07% | 223 |
|
|
2024
Q1 | $660K | Buy |
2,686
+99
| +4% | +$24.3K | 0.08% | 204 |
|
|
2023
Q4 | $635K | Buy |
2,587
+1,209
| +88% | +$297K | 0.08% | 183 |
|
|
2023
Q3 | $281K | Buy |
+1,378
| New | +$281K | 0.04% | 240 |
|
|
2020
Q3 | – | Sell |
-1,239
| Closed | -$209K | – | 164 |
|
|
2020
Q2 | $209K | Buy |
+1,239
| New | +$209K | 0.12% | 129 |
|