APP
Avantax Planning Partners’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Sell |
4,971
-57
| -1% | -$13.1K | 0.04% | 183 |
|
|
2025
Q1 | $1.19M | Buy |
5,028
+6
| +0.1% | +$1.42K | 0.04% | 171 |
|
|
2024
Q4 | $1.15M | Sell |
5,022
-666
| -12% | -$152K | 0.04% | 171 |
|
|
2024
Q3 | $1.4M | Sell |
5,688
-480
| -8% | -$118K | 0.05% | 154 |
|
|
2024
Q2 | $1.4M | Sell |
6,168
-882
| -13% | -$200K | 0.04% | 173 |
|
|
2024
Q1 | $1.73M | Buy |
7,050
+177
| +3% | +$43.5K | 0.06% | 159 |
|
|
2023
Q4 | $1.69M | Sell |
6,873
-457
| -6% | -$112K | 0.06% | 123 |
|
|
2023
Q3 | $1.49M | Buy |
7,330
+145
| +2% | +$29.5K | 0.06% | 127 |
|
|
2023
Q2 | $1.47M | Buy |
7,185
+204
| +3% | +$41.7K | 0.06% | 136 |
|
|
2023
Q1 | $1.41M | Buy |
6,981
+1,474
| +27% | +$297K | 0.06% | 133 |
|
|
2022
Q4 | $1.14M | Buy |
5,507
+854
| +18% | +$177K | 0.05% | 151 |
|
|
2022
Q3 | $907K | Sell |
4,653
-573
| -11% | -$112K | 0.04% | 161 |
|
|
2022
Q2 | $1.12M | Buy |
5,226
+79
| +2% | +$16.9K | 0.05% | 143 |
|
|
2022
Q1 | $1.41M | Sell |
5,147
-2,948
| -36% | -$805K | 0.06% | 127 |
|
|
2021
Q4 | $2.04M | Sell |
8,095
-719
| -8% | -$181K | 0.08% | 101 |
|
|
2021
Q3 | $1.73M | Buy |
8,814
+2,569
| +41% | +$504K | 0.08% | 100 |
|
|
2021
Q2 | $1.37M | Sell |
6,245
-5,308
| -46% | -$1.17M | 0.06% | 110 |
|
|
2021
Q1 | $2.55M | Buy |
11,553
+62
| +0.5% | +$13.7K | 0.13% | 69 |
|
|
2020
Q4 | $2.39M | Sell |
11,491
-2,386
| -17% | -$497K | 0.12% | 67 |
|
|
2020
Q3 | $2.73M | Buy |
13,877
+590
| +4% | +$116K | 0.14% | 59 |
|
|
2020
Q2 | $2.25M | Sell |
13,287
-319
| -2% | -$53.9K | 0.13% | 67 |
|
|
2020
Q1 | $1.92M | Sell |
13,606
-1,144
| -8% | -$161K | 0.13% | 64 |
|
|
2019
Q4 | $2.67M | Sell |
14,750
-173
| -1% | -$31.3K | 0.16% | 53 |
|
|
2019
Q3 | $2.42M | Sell |
14,923
-988
| -6% | -$160K | 0.15% | 57 |
|
|
2019
Q2 | $2.7M | Buy |
15,911
+80
| +0.5% | +$13.6K | 0.17% | 52 |
|
|
2019
Q1 | $2.65M | Buy |
15,831
+488
| +3% | +$81.6K | 0.18% | 51 |
|
|
2018
Q4 | $2.12M | Sell |
15,343
-28
| -0.2% | -$3.87K | 0.16% | 60 |
|
|
2018
Q3 | $2.5M | Buy |
15,371
+1,491
| +11% | +$243K | 0.2% | 40 |
|
|
2018
Q2 | $1.97M | Sell |
13,880
-675
| -5% | -$95.6K | 0.18% | 46 |
|
|
2018
Q1 | $1.96M | Buy |
14,555
+3,924
| +37% | +$527K | 0.17% | 52 |
|
|
2017
Q4 | $1.43M | Sell |
10,631
-3,620
| -25% | -$486K | 0.13% | 65 |
|
|
2017
Q3 | $1.65M | Sell |
14,251
-1,701
| -11% | -$197K | 0.13% | 74 |
|
|
2017
Q2 | $1.74M | Buy |
15,952
+505
| +3% | +$55K | 0.15% | 68 |
|
|
2017
Q1 | $1.64M | Sell |
15,447
-206
| -1% | -$21.8K | 0.15% | 62 |
|
|
2016
Q4 | $1.62M | Buy |
+15,653
| New | +$1.62M | 0.17% | 56 |
|