BA
Bellwether Advisors’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334K | Buy |
1,450
+127
| +10% | +$29.2K | 0.06% | 99 |
|
|
2025
Q1 | $313K | Hold |
1,323
| – | – | 0.07% | 100 |
|
|
2024
Q4 | $302K | Hold |
1,323
| – | – | 0.05% | 106 |
|
|
2024
Q3 | $326K | Sell |
1,323
-10
| -0.8% | -$2.47K | 0.06% | 97 |
|
|
2024
Q2 | $302K | Buy |
1,333
+142
| +12% | +$32.1K | 0.06% | 100 |
|
|
2024
Q1 | $293K | Hold |
1,191
| – | – | 0.06% | 105 |
|
|
2023
Q4 | $293K | Sell |
1,191
-61
| -5% | -$15K | 0.07% | 102 |
|
|
2023
Q3 | $255K | Buy |
1,252
+61
| +5% | +$12.4K | 0.07% | 101 |
|
|
2023
Q2 | $244K | Buy |
1,191
+1
| +0.1% | +$205 | 0.07% | 80 |
|
|
2023
Q1 | $239K | Sell |
1,190
-2
| -0.2% | -$403 | 0.07% | 116 |
|
|
2022
Q4 | $247K | Hold |
1,192
| – | – | 0.07% | 113 |
|
|
2022
Q3 | $232K | Buy |
1,192
+57
| +5% | +$11.1K | 0.08% | 98 |
|
|
2022
Q2 | $242K | Hold |
1,135
| – | – | 0.08% | 106 |
|
|
2022
Q1 | $310K | Hold |
1,135
| – | – | 0.09% | 123 |
|
|
2021
Q4 | $285K | Hold |
1,135
| – | – | 0.09% | 112 |
|
|
2021
Q3 | $222K | Sell |
1,135
-8
| -0.7% | -$1.57K | 0.07% | 142 |
|
|
2021
Q2 | $251K | Sell |
1,143
-50
| -4% | -$11K | 0.09% | 118 |
|
|
2021
Q1 | $263K | Hold |
1,193
| – | – | 0.1% | 101 |
|
|
2020
Q4 | $248K | Buy |
+1,193
| New | +$248K | 0.11% | 100 |
|