EWA
Encompass Wealth Advisors’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $393K | Buy |
1,710
+2
| +0.1% | +$460 | 0.14% | 73 |
|
|
2025
Q1 | $403K | Hold |
1,708
| – | – | 0.16% | 71 |
|
|
2024
Q4 | $389K | Sell |
1,708
-4,910
| -74% | -$1.12M | 0.16% | 72 |
|
|
2024
Q3 | $1.63M | Hold |
6,618
| – | – | 0.41% | 51 |
|
|
2024
Q2 | $1.5M | Hold |
6,618
| – | – | 0.4% | 53 |
|
|
2024
Q1 | $1.63M | Hold |
6,618
| – | – | 0.43% | 47 |
|
|
2023
Q4 | $1.63M | Hold |
6,618
| – | – | 0.49% | 43 |
|
|
2023
Q3 | $1.35M | Sell |
6,618
-1,060
| -14% | -$216K | 0.45% | 45 |
|
|
2023
Q2 | $1.57M | Hold |
7,678
| – | – | 0.51% | 40 |
|
|
2023
Q1 | $1.55M | Hold |
7,678
| – | – | 0.53% | 39 |
|
|
2022
Q4 | $1.59M | Hold |
7,678
| – | – | 0.58% | 36 |
|
|
2022
Q3 | $1.5M | Buy |
7,678
+1,060
| +16% | +$207K | 0.57% | 38 |
|
|
2022
Q2 | $1.41M | Hold |
6,618
| – | – | 0.5% | 41 |
|
|
2022
Q1 | $1.81M | Hold |
6,618
| – | – | 0.46% | 39 |
|
|
2021
Q4 | $1.67M | Hold |
6,618
| – | – | 0.41% | 46 |
|
|
2021
Q3 | $1.3M | Sell |
6,618
-1,510
| -19% | -$296K | 0.34% | 57 |
|
|
2021
Q2 | $1.79M | Hold |
8,128
| – | – | 0.44% | 47 |
|
|
2021
Q1 | $1.83M | Sell |
8,128
-940
| -10% | -$212K | 0.47% | 45 |
|
|
2020
Q4 | $1.89M | Buy |
+9,068
| New | +$1.89M | 1.09% | 20 |
|