BRWA
B. Riley Wealth Advisors’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
+6,002
| New | +$1.38M | 0.06% | 266 |
|
|
2024
Q4 | $3.96M | Sell |
17,377
-2,107
| -11% | -$480K | 0.13% | 169 |
|
|
2024
Q3 | $4.77M | Sell |
19,484
-4,682
| -19% | -$1.15M | 0.13% | 170 |
|
|
2024
Q2 | $5.47M | Sell |
24,166
-18,969
| -44% | -$4.29M | 0.14% | 152 |
|
|
2024
Q1 | $8.78M | Buy |
43,135
+8,762
| +25% | +$1.78M | 0.24% | 83 |
|
|
2023
Q4 | $8.44M | Sell |
34,373
-8,762
| -20% | -$2.15M | 0.23% | 94 |
|
|
2023
Q3 | $8.78M | Buy |
43,135
+2,850
| +7% | +$580K | 0.24% | 83 |
|
|
2023
Q2 | $8.24M | Buy |
40,285
+948
| +2% | +$194K | 0.18% | 114 |
|
|
2023
Q1 | $7.92M | Sell |
39,337
-2,963
| -7% | -$596K | 0.21% | 105 |
|
|
2022
Q4 | $8.76M | Buy |
42,300
+501
| +1% | +$104K | 0.25% | 85 |
|
|
2022
Q3 | $8.14M | Buy |
41,799
+18,760
| +81% | +$3.66M | 0.25% | 86 |
|
|
2022
Q2 | $4.91M | Sell |
23,039
-1,057
| -4% | -$225K | 0.21% | 110 |
|
|
2022
Q1 | $6.58M | Buy |
24,096
+2,477
| +11% | +$677K | 0.22% | 100 |
|
|
2021
Q4 | $5.45M | Buy |
21,619
+195
| +0.9% | +$49.1K | 0.16% | 139 |
|
|
2021
Q3 | $4.21M | Buy |
21,424
+224
| +1% | +$44K | 0.13% | 165 |
|
|
2021
Q2 | $4.66M | Sell |
21,200
-1,013
| -5% | -$223K | 0.15% | 160 |
|
|
2021
Q1 | $4.89M | Buy |
22,213
+11,124
| +100% | +$2.45M | 0.17% | 139 |
|
|
2020
Q4 | $2.31M | Sell |
11,089
-2,900
| -21% | -$604K | 0.12% | 182 |
|
|
2020
Q3 | $2.72M | Buy |
13,989
+6,029
| +76% | +$1.17M | 0.15% | 159 |
|
|
2020
Q2 | $1.35M | Sell |
7,960
-29
| -0.4% | -$4.9K | 0.09% | 226 |
|
|
2020
Q1 | $1.13M | Sell |
7,989
-3,191
| -29% | -$451K | 0.1% | 213 |
|
|
2019
Q4 | $2.02M | Sell |
11,180
-19
| -0.2% | -$3.43K | 0.17% | 135 |
|
|
2019
Q3 | $1.82M | Sell |
11,199
-398
| -3% | -$64.5K | 0.18% | 129 |
|
|
2019
Q2 | $1.96M | Sell |
11,597
-710
| -6% | -$120K | 0.22% | 95 |
|
|
2019
Q1 | $2.06M | Buy |
12,307
+367
| +3% | +$61.3K | 0.26% | 88 |
|
|
2018
Q4 | $1.65M | Buy |
11,940
+217
| +2% | +$30K | 0.24% | 97 |
|
|
2018
Q3 | $1.91M | Sell |
11,723
-29
| -0.2% | -$4.72K | 0.23% | 96 |
|
|
2018
Q2 | $1.67M | Sell |
11,752
-874
| -7% | -$124K | 0.22% | 110 |
|
|
2018
Q1 | $1.7M | Buy |
12,626
+754
| +6% | +$101K | 0.24% | 105 |
|
|
2017
Q4 | $1.59M | Buy |
11,872
+251
| +2% | +$33.7K | 0.22% | 122 |
|
|
2017
Q3 | $1.35M | Buy |
11,621
+343
| +3% | +$39.8K | 0.22% | 115 |
|
|
2017
Q2 | $1.23M | Buy |
11,278
+108
| +1% | +$11.8K | 0.22% | 126 |
|
|
2017
Q1 | $1.19M | Sell |
11,170
-1,399
| -11% | -$148K | 0.24% | 112 |
|
|
2016
Q4 | $1.31M | Sell |
12,569
-2,996
| -19% | -$311K | 0.27% | 100 |
|
|
2016
Q3 | $1.52M | Sell |
15,565
-296
| -2% | -$28.9K | 0.3% | 79 |
|
|
2016
Q2 | $1.39M | Buy |
15,861
+1,124
| +8% | +$98.1K | 0.28% | 90 |
|
|
2016
Q1 | $1.17M | Sell |
14,737
-97
| -0.7% | -$7.71K | 0.27% | 89 |
|
|
2015
Q4 | $1.16M | Buy |
14,834
+1,872
| +14% | +$147K | 0.24% | 116 |
|
|
2015
Q3 | $1.15M | Buy |
12,962
+1,787
| +16% | +$158K | 0.28% | 94 |
|
|
2015
Q2 | $1.07M | Sell |
11,175
-1,663
| -13% | -$159K | 0.27% | 95 |
|
|
2015
Q1 | $1.39M | Sell |
12,838
-3,484
| -21% | -$377K | 0.34% | 68 |
|
|
2014
Q4 | $9.45K | Buy |
16,322
+7,195
| +79% | +$4.17K | 0.2% | 106 |
|
|
2014
Q3 | $990K | Sell |
9,127
-13,687
| -60% | -$1.48M | 0.26% | 96 |
|
|
2014
Q2 | $1.38M | Buy |
22,814
+18,354
| +412% | +$1.11M | 0.32% | 54 |
|
|
2014
Q1 | $837K | Buy |
4,460
+1,028
| +30% | +$193K | 0.25% | 90 |
|
|
2013
Q4 | $577K | Buy |
3,432
+31
| +0.9% | +$5.21K | 0.18% | 133 |
|
|
2013
Q3 | $528K | Buy |
3,401
+833
| +32% | +$129K | 0.18% | 132 |
|
|
2013
Q2 | $396K | Buy |
+2,568
| New | +$396K | 0.13% | 178 |
|