BWA
BDO Wealth Advisors’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.09M | Buy |
10,192
+113
| +1% | +$23.1K | 0.24% | 88 |
|
|
2023
Q1 | $2.03M | Buy |
10,079
+209
| +2% | +$42.1K | 0.25% | 84 |
|
|
2022
Q4 | $2.04M | Buy |
9,870
+92
| +0.9% | +$19.1K | 0.25% | 86 |
|
|
2022
Q3 | $1.91M | Sell |
9,778
-234
| -2% | -$45.6K | 0.25% | 86 |
|
|
2022
Q2 | $2.14M | Sell |
10,012
-187
| -2% | -$39.9K | 0.26% | 76 |
|
|
2022
Q1 | $2.79M | Buy |
10,199
+138
| +1% | +$37.7K | 0.3% | 67 |
|
|
2021
Q4 | $2.54M | Buy |
10,061
+249
| +3% | +$62.7K | 0.27% | 70 |
|
|
2021
Q3 | $1.92M | Buy |
9,812
+138
| +1% | +$27K | 0.21% | 84 |
|
|
2021
Q2 | $2.13M | Sell |
9,674
-1,396
| -13% | -$307K | 0.24% | 77 |
|
|
2021
Q1 | $2.44M | Buy |
11,070
+23
| +0.2% | +$5.07K | 0.29% | 66 |
|
|
2020
Q4 | $2.3M | Sell |
11,047
-9
| -0.1% | -$1.87K | 0.32% | 55 |
|
|
2020
Q3 | $2.18M | Sell |
11,056
-1,118
| -9% | -$220K | 0.35% | 57 |
|
|
2020
Q2 | $2.06M | Sell |
12,174
-642
| -5% | -$109K | 0.36% | 53 |
|
|
2020
Q1 | $1.81M | Buy |
12,816
+917
| +8% | +$129K | 0.37% | 53 |
|
|
2019
Q4 | $2.15M | Sell |
11,899
-713
| -6% | -$129K | 0.55% | 38 |
|
|
2019
Q3 | $2.04M | Sell |
12,612
-224
| -2% | -$36.3K | 0.52% | 40 |
|
|
2019
Q2 | $2.17M | Buy |
12,836
+236
| +2% | +$39.9K | 0.59% | 35 |
|
|
2019
Q1 | $2.11M | Sell |
12,600
-2
| -0% | -$334 | 0.61% | 37 |
|
|
2018
Q4 | $1.74M | Sell |
12,602
-693
| -5% | -$95.8K | 0.6% | 37 |
|
|
2018
Q3 | $2.17M | Buy |
13,295
+471
| +4% | +$76.7K | 0.7% | 29 |
|
|
2018
Q2 | $1.82M | Buy |
12,824
+2,239
| +21% | +$317K | 0.62% | 32 |
|
|
2018
Q1 | $1.42M | Sell |
10,585
-169
| -2% | -$22.7K | 0.53% | 36 |
|
|
2017
Q4 | $1.44M | Buy |
10,754
+32
| +0.3% | +$4.29K | 0.65% | 25 |
|
|
2017
Q3 | $1.24M | Sell |
10,722
-410
| -4% | -$47.5K | 0.62% | 31 |
|
|
2017
Q2 | $1.21M | Buy |
+11,132
| New | +$1.21M | 0.53% | 34 |
|