DWA
Divergent Wealth Advisors’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $268K | Sell |
1,088
-125
| -10% | -$30.8K | 0.05% | 29 |
|
|
2024
Q2 | $274K | Buy |
1,213
+1
| +0.1% | +$226 | 0.05% | 29 |
|
|
2024
Q1 | $298K | Hold |
1,212
| – | – | 0.06% | 26 |
|
|
2023
Q4 | $298K | Hold |
1,212
| – | – | 0.06% | 27 |
|
|
2023
Q3 | $247K | Hold |
1,212
| – | – | 0.06% | 26 |
|
|
2023
Q2 | $248K | Hold |
1,212
| – | – | 0.05% | 25 |
|
|
2023
Q1 | $244K | Buy |
1,212
+1
| +0.1% | +$201 | 0.06% | 26 |
|
|
2022
Q4 | $251K | Sell |
1,211
-88
| -7% | -$18.2K | 0.06% | 27 |
|
|
2022
Q3 | $253K | Buy |
1,299
+31
| +2% | +$6.04K | 0.07% | 19 |
|
|
2022
Q2 | $270K | Hold |
1,268
| – | – | 0.07% | 16 |
|
|
2022
Q1 | $346K | Hold |
1,268
| – | – | 0.07% | 17 |
|
|
2021
Q4 | $319K | Sell |
1,268
-124
| -9% | -$31.2K | 0.06% | 20 |
|
|
2021
Q3 | $273K | Sell |
1,392
-2
| -0.1% | -$392 | 0.06% | 16 |
|
|
2021
Q2 | $307K | Sell |
1,394
-221
| -14% | -$48.7K | 0.07% | 14 |
|
|
2021
Q1 | $356K | Buy |
1,615
+574
| +55% | +$127K | 0.08% | 14 |
|
|
2020
Q4 | $217K | Sell |
1,041
-1,410
| -58% | -$294K | 0.06% | 14 |
|
|
2020
Q3 | $483K | Buy |
2,451
+150
| +7% | +$29.6K | 0.13% | 21 |
|
|
2020
Q2 | $389K | Hold |
2,301
| – | – | 0.11% | 25 |
|
|
2020
Q1 | $325K | Hold |
2,301
| – | – | 0.12% | 27 |
|
|
2019
Q4 | $416K | Hold |
2,301
| – | – | 0.12% | 28 |
|
|
2019
Q3 | $373K | Hold |
2,301
| – | – | 0.12% | 30 |
|
|
2019
Q2 | $389K | Hold |
2,301
| – | – | 0.12% | 28 |
|
|
2019
Q1 | $385K | Hold |
2,301
| – | – | 0.13% | 27 |
|
|
2018
Q4 | $318K | Hold |
2,301
| – | – | 0.12% | 34 |
|
|
2018
Q3 | $377K | Hold |
2,301
| – | – | 0.13% | 27 |
|
|
2018
Q2 | $326K | Sell |
2,301
-16
| -0.7% | -$2.27K | 0.12% | 27 |
|
|
2018
Q1 | $311K | Buy |
+2,317
| New | +$311K | 0.12% | 27 |
|