CIA
Concurrent Investment Advisors’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.22M | Buy |
22,684
+2,503
| +12% | +$576K | 0.1% | 210 |
|
|
2025
Q1 | $4.77M | Buy |
20,181
+1,979
| +11% | +$468K | 0.12% | 189 |
|
|
2024
Q4 | $4.15M | Sell |
18,202
-689
| -4% | -$157K | 0.11% | 184 |
|
|
2024
Q3 | $4.66M | Buy |
18,891
+1,417
| +8% | +$349K | 0.14% | 155 |
|
|
2024
Q2 | $3.95M | Buy |
17,474
+9,304
| +114% | +$2.11M | 0.13% | 162 |
|
|
2024
Q1 | $2.01M | Sell |
8,170
-2,738
| -25% | -$673K | 0.08% | 242 |
|
|
2023
Q4 | $2.68M | Buy |
+10,908
| New | +$2.68M | 0.13% | 176 |
|