AWAG
ARS Wealth Advisors Group’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $933K | Sell |
4,056
-70
| -2% | -$16.1K | 0.11% | 76 |
|
|
2025
Q1 | $975K | Sell |
4,126
-304
| -7% | -$71.8K | 0.14% | 61 |
|
|
2024
Q4 | $1.01M | Buy |
4,430
+154
| +4% | +$35.1K | 0.14% | 66 |
|
|
2024
Q3 | $1.05M | Hold |
4,276
| – | – | 0.13% | 68 |
|
|
2024
Q2 | $967K | Sell |
4,276
-35
| -0.8% | -$7.92K | 0.13% | 68 |
|
|
2024
Q1 | $1.06M | Hold |
4,311
| – | – | 0.14% | 64 |
|
|
2023
Q4 | $1.06M | Buy |
4,311
+105
| +2% | +$25.8K | 0.16% | 61 |
|
|
2023
Q3 | $856K | Sell |
4,206
-1,149
| -21% | -$234K | 0.14% | 70 |
|
|
2023
Q2 | $1.1M | Buy |
5,355
+644
| +14% | +$132K | 0.17% | 62 |
|
|
2023
Q1 | $948K | Buy |
4,711
+1,641
| +53% | +$330K | 0.17% | 58 |
|
|
2022
Q4 | $636K | Sell |
3,070
-554
| -15% | -$115K | 0.1% | 79 |
|
|
2022
Q3 | $706K | Buy |
3,624
+321
| +10% | +$62.5K | 0.11% | 84 |
|
|
2022
Q2 | $704K | Buy |
3,303
+150
| +5% | +$32K | 0.1% | 91 |
|
|
2022
Q1 | $861K | Hold |
3,153
| – | – | 0.15% | 60 |
|
|
2021
Q4 | $794K | Hold |
3,153
| – | – | 0.13% | 66 |
|
|
2021
Q3 | $618K | Buy |
+3,153
| New | +$618K | 0.11% | 74 |
|