AFIA
America First Investment Advisors’s Union Pacific UNP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-249
| Closed | -$56.4K | – | 73 |
|
2024
Q2 | $56.4K | Hold |
249
| – | – | 0.01% | 53 |
|
2024
Q1 | $61.3K | Hold |
249
| – | – | 0.01% | 53 |
|
2023
Q4 | $61.2K | Hold |
249
| – | – | 0.02% | 51 |
|
2023
Q3 | $50.7K | Hold |
249
| – | – | 0.01% | 53 |
|
2023
Q2 | $51K | Hold |
249
| – | – | 0.01% | 55 |
|
2023
Q1 | $50.1K | Sell |
249
-41
| -14% | -$8.26K | 0.01% | 55 |
|
2022
Q4 | $60K | Hold |
290
| – | – | 0.02% | 50 |
|
2022
Q3 | $57K | Hold |
290
| – | – | 0.02% | 47 |
|
2022
Q2 | $62K | Hold |
290
| – | – | 0.02% | 49 |
|
2022
Q1 | $79K | Hold |
290
| – | – | 0.02% | 47 |
|
2021
Q4 | $73K | Sell |
290
-230
| -44% | -$57.9K | 0.02% | 48 |
|
2021
Q3 | $102K | Hold |
520
| – | – | 0.03% | 46 |
|
2021
Q2 | $114K | Hold |
520
| – | – | 0.03% | 46 |
|
2021
Q1 | $115K | Sell |
520
-2,000
| -79% | -$442K | 0.03% | 46 |
|
2020
Q4 | $525K | Hold |
2,520
| – | – | 0.16% | 35 |
|
2020
Q3 | $496K | Sell |
2,520
-86
| -3% | -$16.9K | 0.16% | 34 |
|
2020
Q2 | $441K | Hold |
2,606
| – | – | 0.14% | 37 |
|
2020
Q1 | $368K | Hold |
2,606
| – | – | 0.13% | 36 |
|
2019
Q4 | $471K | Hold |
2,606
| – | – | 0.14% | 35 |
|
2019
Q3 | $422K | Hold |
2,606
| – | – | 0.13% | 36 |
|
2019
Q2 | $441K | Hold |
2,606
| – | – | 0.13% | 36 |
|
2019
Q1 | $436K | Hold |
2,606
| – | – | 0.13% | 37 |
|
2018
Q4 | $360K | Hold |
2,606
| – | – | 0.12% | 37 |
|
2018
Q3 | $424K | Hold |
2,606
| – | – | 0.13% | 37 |
|
2018
Q2 | $369K | Hold |
2,606
| – | – | 0.12% | 36 |
|
2018
Q1 | $350K | Hold |
2,606
| – | – | 0.13% | 36 |
|
2017
Q4 | $349K | Buy |
2,606
+540
| +26% | +$72.3K | 0.12% | 37 |
|
2017
Q3 | $240K | Hold |
2,066
| – | – | 0.09% | 38 |
|
2017
Q2 | $225K | Sell |
2,066
-375
| -15% | -$40.8K | 0.08% | 40 |
|
2017
Q1 | $259K | Buy |
2,441
+375
| +18% | +$39.8K | 0.1% | 42 |
|
2016
Q4 | $214K | Hold |
2,066
| – | – | 0.09% | 40 |
|
2016
Q3 | $202K | Sell |
2,066
-800
| -28% | -$78.2K | 0.09% | 43 |
|
2016
Q2 | $250K | Hold |
2,866
| – | – | 0.1% | 41 |
|
2016
Q1 | $228K | Hold |
2,866
| – | – | 0.1% | 40 |
|
2015
Q4 | $224K | Sell |
2,866
-125
| -4% | -$9.77K | 0.1% | 42 |
|
2015
Q3 | $264K | Hold |
2,991
| – | – | 0.12% | 41 |
|
2015
Q2 | $285K | Hold |
2,991
| – | – | 0.12% | 41 |
|
2015
Q1 | $324K | Sell |
2,991
-91
| -3% | -$9.86K | 0.14% | 43 |
|
2014
Q4 | $367K | Sell |
3,082
-40
| -1% | -$4.76K | 0.16% | 44 |
|
2014
Q3 | $339K | Hold |
3,122
| – | – | 0.15% | 42 |
|
2014
Q2 | $311K | Buy |
3,122
+1,561
| +100% | +$156K | 0.14% | 42 |
|
2014
Q1 | $293K | Sell |
1,561
-540
| -26% | -$101K | 0.14% | 43 |
|
2013
Q4 | $353K | Hold |
2,101
| – | – | 0.16% | 42 |
|
2013
Q3 | $326K | Buy |
2,101
+128
| +6% | +$19.9K | 0.16% | 42 |
|
2013
Q2 | $304K | Buy |
+1,973
| New | +$304K | 0.16% | 42 |
|