Avidian Wealth Enterprises’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 | $623K | Sell |
2,707
-422
| -13% | -$97.1K | 0.03% | 285 |
|
|
2025
Q1 | $739K | Sell |
3,129
-807
| -21% | -$191K | 0.03% | 233 |
|
|
2024
Q4 | $898K | Buy |
3,936
+254
| +7% | +$57.9K | 0.04% | 203 |
|
|
2024
Q3 | $908K | Buy |
3,682
+1,117
| +44% | +$275K | 0.04% | 204 |
|
|
2024
Q2 | $580K | Buy |
2,565
+408
| +19% | +$92.3K | 0.02% | 252 |
|
|
2024
Q1 | $530K | Buy |
2,157
+764
| +55% | +$188K | 0.03% | 254 |
|
|
2023
Q4 | $342K | Sell |
1,393
-2,986
| -68% | -$733K | 0.02% | 318 |
|
|
2023
Q3 | $892K | Buy |
4,379
+61
| +1% | +$12.4K | 0.06% | 176 |
|
|
2023
Q2 | $884K | Sell |
4,318
-521
| -11% | -$107K | 0.06% | 192 |
|
|
2023
Q1 | $974K | Sell |
4,839
-212
| -4% | -$42.7K | 0.05% | 205 |
|
|
2022
Q4 | $1.05M | Buy |
5,051
+2,426
| +92% | +$502K | 0.07% | 169 |
|
|
2022
Q3 | $511K | Sell |
2,625
-124
| -5% | -$24.1K | 0.04% | 232 |
|
|
2022
Q2 | $586K | Buy |
2,749
+273
| +11% | +$58.2K | 0.04% | 242 |
|
|
2022
Q1 | $676K | Buy |
2,476
+206
| +9% | +$56.2K | 0.04% | 240 |
|
|
2021
Q4 | $572K | Buy |
2,270
+1,059
| +87% | +$267K | 0.04% | 267 |
|
|
2021
Q3 | $237K | Buy |
1,211
+77
| +7% | +$15.1K | 0.02% | 329 |
|
|
2021
Q2 | $249K | Buy |
1,134
+91
| +9% | +$20K | 0.02% | 330 |
|
|
2021
Q1 | $230K | Buy |
1,043
+63
| +6% | +$13.9K | 0.02% | 322 |
|
|
2020
Q4 | $204K | Buy |
+980
| New | +$204K | 0.02% | 295 |
|