Bordeaux Wealth Advisors’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 | – | Sell |
-917
| Closed | -$217K | – | 174 |
|
|
2025
Q1 | $217K | Sell |
917
-220
| -19% | -$52K | 0.04% | 146 |
|
|
2024
Q4 | $259K | Buy |
+1,137
| New | +$259K | 0.04% | 131 |
|
|
2023
Q3 | – | Sell |
-1,110
| Closed | -$227K | – | 102 |
|
|
2023
Q2 | $227K | Buy |
+1,110
| New | +$227K | 0.09% | 94 |
|
|
2022
Q4 | – | Sell |
-1,706
| Closed | -$332K | – | 89 |
|
|
2022
Q3 | $332K | Buy |
1,706
+146
| +9% | +$28.4K | 0.21% | 66 |
|
|
2022
Q2 | $333K | Buy |
1,560
+745
| +91% | +$159K | 0.23% | 65 |
|
|
2022
Q1 | $222K | Buy |
+815
| New | +$222K | 0.12% | 84 |
|