Arkadios Wealth 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 | $1.36M | Buy |
5,889
+387
| +7% | +$89.1K | 0.04% | 454 |
|
|
2025
Q1 | $1.3M | Buy |
5,502
+2,828
| +106% | +$668K | 0.05% | 385 |
|
|
2024
Q4 | $610K | Sell |
2,674
-962
| -26% | -$219K | 0.03% | 471 |
|
|
2024
Q3 | $896K | Buy |
3,636
+1,239
| +52% | +$305K | 0.05% | 351 |
|
|
2024
Q2 | $542K | Buy |
2,397
+435
| +22% | +$98.4K | 0.04% | 447 |
|
|
2024
Q1 | $483K | Sell |
1,962
-432
| -18% | -$106K | 0.04% | 384 |
|
|
2023
Q4 | $588K | Sell |
2,394
-166
| -6% | -$40.8K | 0.05% | 328 |
|
|
2023
Q3 | $521K | Buy |
2,560
+966
| +61% | +$197K | 0.05% | 326 |
|
|
2023
Q2 | $326K | Sell |
1,594
-435
| -21% | -$89K | 0.04% | 424 |
|
|
2023
Q1 | $408K | Sell |
2,029
-342
| -14% | -$68.8K | 0.05% | 351 |
|
|
2022
Q4 | $491K | Sell |
2,371
-80
| -3% | -$16.6K | 0.07% | 284 |
|
|
2022
Q3 | $477K | Buy |
2,451
+527
| +27% | +$103K | 0.07% | 276 |
|
|
2022
Q2 | $410K | Buy |
1,924
+219
| +13% | +$46.7K | 0.06% | 328 |
|
|
2022
Q1 | $466K | Buy |
1,705
+201
| +13% | +$54.9K | 0.06% | 327 |
|
|
2021
Q4 | $379K | Buy |
1,504
+244
| +19% | +$61.5K | 0.05% | 384 |
|
|
2021
Q3 | $247K | Sell |
1,260
-125
| -9% | -$24.5K | 0.04% | 452 |
|
|
2021
Q2 | $304K | Buy |
1,385
+176
| +15% | +$38.6K | 0.04% | 446 |
|
|
2021
Q1 | $266K | Buy |
1,209
+432
| +56% | +$95K | 0.04% | 363 |
|
|
2020
Q4 | $161K | Buy |
777
+170
| +28% | +$35.2K | 0.03% | 359 |
|
|
2020
Q3 | $127K | Sell |
607
-82
| -12% | -$17.2K | 0.06% | 253 |
|
|
2020
Q2 | $118K | Sell |
689
-148
| -18% | -$25.4K | 0.07% | 232 |
|
|
2020
Q1 | $118K | Sell |
837
-110
| -12% | -$15.5K | 0.08% | 215 |
|
|
2019
Q4 | $175K | Buy |
+947
| New | +$175K | 0.1% | 168 |
|