CLA (CliftonLarsonAllen) Wealth Advisors’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Buy |
+10,358
| New | +$2.38M | 0.04% | 117 |
|
|
2021
Q4 | – | Sell |
-6,975
| Closed | -$1.37M | – | 288 |
|
|
2021
Q3 | $1.37M | Buy |
6,975
+10
| +0.1% | +$1.96K | 0.05% | 118 |
|
|
2021
Q2 | $1.53M | Buy |
+6,965
| New | +$1.53M | 0.06% | 117 |
|
|
2015
Q3 | – | Sell |
-8,925
| Closed | -$851K | – | 155 |
|
|
2015
Q2 | $851K | Buy |
+8,925
| New | +$851K | 0.17% | 74 |
|