Apriem Advisors’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $622K | Buy |
2,705
+104
| +4% | +$23.9K | 0.07% | 106 |
|
|
2025
Q1 | $614K | Buy |
2,601
+75
| +3% | +$17.7K | 0.07% | 94 |
|
|
2024
Q4 | $576K | Buy |
2,526
+25
| +1% | +$5.7K | 0.07% | 102 |
|
|
2024
Q3 | $616K | Hold |
2,501
| – | – | 0.07% | 88 |
|
|
2024
Q2 | $566K | Hold |
2,501
| – | – | 0.07% | 96 |
|
|
2024
Q1 | $615K | Sell |
2,501
-23
| -0.9% | -$5.66K | 0.08% | 97 |
|
|
2023
Q4 | $620K | Buy |
2,524
+173
| +7% | +$42.5K | 0.08% | 87 |
|
|
2023
Q3 | $479K | Sell |
2,351
-16
| -0.7% | -$3.26K | 0.07% | 94 |
|
|
2023
Q2 | $484K | Hold |
2,367
| – | – | 0.07% | 96 |
|
|
2023
Q1 | $476K | Sell |
2,367
-50
| -2% | -$10.1K | 0.08% | 94 |
|
|
2022
Q4 | $500K | Buy |
2,417
+55
| +2% | +$11.4K | 0.09% | 90 |
|
|
2022
Q3 | $460K | Buy |
2,362
+16
| +0.7% | +$3.12K | 0.08% | 91 |
|
|
2022
Q2 | $500K | Sell |
2,346
-200
| -8% | -$42.6K | 0.09% | 88 |
|
|
2022
Q1 | $696K | Hold |
2,546
| – | – | 0.1% | 79 |
|
|
2021
Q4 | $641K | Hold |
2,546
| – | – | 0.09% | 83 |
|
|
2021
Q3 | $499K | Buy |
2,546
+10
| +0.4% | +$1.96K | 0.07% | 89 |
|
|
2021
Q2 | $558K | Hold |
2,536
| – | – | 0.08% | 86 |
|
|
2021
Q1 | $559K | Hold |
2,536
| – | – | 0.09% | 83 |
|
|
2020
Q4 | $528K | Sell |
2,536
-25
| -1% | -$5.21K | 0.09% | 74 |
|
|
2020
Q3 | $504K | Sell |
2,561
-35
| -1% | -$6.89K | 0.09% | 76 |
|
|
2020
Q2 | $439K | Hold |
2,596
| – | – | 0.09% | 78 |
|
|
2020
Q1 | $366K | Hold |
2,596
| – | – | 0.09% | 79 |
|
|
2019
Q4 | $469K | Hold |
2,596
| – | – | 0.09% | 84 |
|
|
2019
Q3 | $421K | Sell |
2,596
-250
| -9% | -$40.5K | 0.09% | 84 |
|
|
2019
Q2 | $481K | Sell |
2,846
-133
| -4% | -$22.5K | 0.15% | 81 |
|
|
2019
Q1 | $498K | Sell |
2,979
-417
| -12% | -$69.7K | 0.13% | 72 |
|
|
2018
Q4 | $469K | Sell |
3,396
-100
| -3% | -$13.8K | 0.16% | 72 |
|
|
2018
Q3 | $569K | Hold |
3,496
| – | – | 0.12% | 78 |
|
|
2018
Q2 | $495K | Sell |
3,496
-550
| -14% | -$77.9K | 0.11% | 77 |
|
|
2018
Q1 | $544K | Sell |
4,046
-450
| -10% | -$60.5K | 0.13% | 64 |
|
|
2017
Q4 | $603K | Sell |
4,496
-800
| -15% | -$107K | 0.15% | 59 |
|
|
2017
Q3 | $614K | Hold |
5,296
| – | – | 0.15% | 63 |
|
|
2017
Q2 | $577K | Sell |
5,296
-105
| -2% | -$11.4K | 0.15% | 66 |
|
|
2017
Q1 | $572K | Sell |
5,401
-145
| -3% | -$15.4K | 0.16% | 63 |
|
|
2016
Q4 | $575K | Sell |
5,546
-138
| -2% | -$14.3K | 0.17% | 62 |
|
|
2016
Q3 | $554K | Sell |
5,684
-75
| -1% | -$7.31K | 0.17% | 69 |
|
|
2016
Q2 | $502K | Buy |
5,759
+4,200
| +269% | +$366K | 0.16% | 62 |
|
|
2016
Q1 | $124K | Buy |
+1,559
| New | +$124K | 0.05% | 126 |
|
|
2015
Q3 | – | Sell |
-74
| Closed | -$7K | – | 606 |
|
|
2015
Q2 | $7K | Sell |
74
-226
| -75% | -$21.4K | ﹤0.01% | 453 |
|
|
2015
Q1 | $32K | Hold |
300
| – | – | 0.01% | 250 |
|
|
2014
Q4 | $36K | Buy |
+300
| New | +$36K | 0.01% | 227 |
|