Avantax Advisory Services’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 | $8.61M | Buy |
37,438
+1,216
| +3% | +$280K | 0.05% | 308 |
|
|
2025
Q1 | $8.56M | Buy |
36,222
+1,666
| +5% | +$394K | 0.05% | 283 |
|
|
2024
Q4 | $7.88M | Sell |
34,556
-1,511
| -4% | -$345K | 0.05% | 282 |
|
|
2024
Q3 | $8.89M | Sell |
36,067
-2,168
| -6% | -$534K | 0.06% | 249 |
|
|
2024
Q2 | $8.65M | Buy |
38,235
+20,108
| +111% | +$4.55M | 0.06% | 235 |
|
|
2024
Q1 | $4.46M | Sell |
18,127
-4,979
| -22% | -$1.22M | 0.04% | 330 |
|
|
2023
Q4 | $5.68M | Buy |
23,106
+5,694
| +33% | +$1.4M | 0.06% | 256 |
|
|
2023
Q3 | $3.55M | Buy |
17,412
+294
| +2% | +$59.9K | 0.04% | 316 |
|
|
2023
Q2 | $3.5M | Sell |
17,118
-600
| -3% | -$123K | 0.04% | 319 |
|
|
2023
Q1 | $3.57M | Buy |
17,718
+2,066
| +13% | +$416K | 0.04% | 311 |
|
|
2022
Q4 | $3.24M | Buy |
15,652
+1,266
| +9% | +$262K | 0.04% | 314 |
|
|
2022
Q3 | $2.8M | Sell |
14,386
-183
| -1% | -$35.7K | 0.04% | 314 |
|
|
2022
Q2 | $3.11M | Sell |
14,569
-307
| -2% | -$65.5K | 0.05% | 287 |
|
|
2022
Q1 | $4.06M | Buy |
14,876
+1,201
| +9% | +$328K | 0.06% | 242 |
|
|
2021
Q4 | $3.45M | Buy |
13,675
+694
| +5% | +$175K | 0.05% | 261 |
|
|
2021
Q3 | $2.55M | Sell |
12,981
-627
| -5% | -$123K | 0.04% | 297 |
|
|
2021
Q2 | $2.99M | Buy |
13,608
+537
| +4% | +$118K | 0.05% | 256 |
|
|
2021
Q1 | $2.88M | Buy |
13,071
+1,078
| +9% | +$238K | 0.06% | 234 |
|
|
2020
Q4 | $2.5M | Sell |
11,993
-15,125
| -56% | -$3.15M | 0.06% | 228 |
|
|
2020
Q3 | $5.35M | Buy |
27,118
+12,966
| +92% | +$2.56M | 0.09% | 200 |
|
|
2020
Q2 | $2.4M | Sell |
14,152
-408
| -3% | -$69.1K | 0.07% | 192 |
|
|
2020
Q1 | $2.06M | Sell |
14,560
-718
| -5% | -$101K | 0.06% | 189 |
|
|
2019
Q4 | $2.76M | Buy |
15,278
+5,256
| +52% | +$951K | 0.06% | 172 |
|
|
2019
Q3 | $1.63M | Buy |
10,022
+794
| +9% | +$129K | 0.07% | 147 |
|
|
2019
Q2 | $1.56M | Buy |
9,228
+1,008
| +12% | +$171K | 0.07% | 138 |
|
|
2019
Q1 | $1.37M | Buy |
8,220
+594
| +8% | +$99.3K | 0.07% | 143 |
|
|
2018
Q4 | $1.05M | Buy |
+7,626
| New | +$1.05M | 0.18% | 127 |
|