ARS Wealth Advisors’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $846K | Buy |
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|
2021
Q1 | $848K | Buy |
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|
2020
Q4 | $800K | Sell |
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|
2020
Q3 | $771K | Buy |
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|
2020
Q2 | $662K | Buy |
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|
2020
Q1 | $551K | Buy |
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|
2019
Q4 | $623K | Sell |
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|
2019
Q3 | $589K | Buy |
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|
2019
Q2 | $578K | Sell |
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|
2019
Q1 | $584K | Buy |
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|
2018
Q4 | $472K | Buy |
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|
2018
Q3 | $555K | Buy |
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|
2018
Q2 | $483K | Buy |
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|
2018
Q1 | $458K | Buy |
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|
2017
Q4 | $456K | Buy |
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|
2017
Q3 | $394K | Buy |
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|
2017
Q2 | $370K | Buy |
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|
2017
Q1 | $359K | Buy |
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|
2016
Q4 | $351K | Buy |
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|
2016
Q3 | $276K | Hold |
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|
2016
Q2 | $247K | Hold |
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|
2016
Q1 | $225K | Hold |
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|
2015
Q4 | $221K | Sell |
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|
2015
Q3 | $521K | Hold |
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|
2015
Q2 | $562K | Hold |
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|
2015
Q1 | $639K | Hold |
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|
2014
Q4 | $702K | Hold |
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|
2014
Q3 | $639K | Hold |
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|
2014
Q2 | $588K | Buy |
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|
2014
Q1 | $265K | Hold |
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|
2013
Q4 | $237K | Buy |
|