EWA
EverSource Wealth Advisors’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Buy |
5,667
+662
| +13% | +$152K | 0.06% | 220 |
|
|
2025
Q1 | $1.18M | Buy |
5,005
+988
| +25% | +$233K | 0.06% | 218 |
|
|
2024
Q4 | $916K | Sell |
4,017
-95
| -2% | -$21.7K | 0.05% | 256 |
|
|
2024
Q3 | $1.01M | Buy |
4,112
+45
| +1% | +$11.1K | 0.06% | 216 |
|
|
2024
Q2 | $1M | Buy |
4,067
+3
| +0.1% | +$740 | 0.07% | 216 |
|
|
2024
Q1 | $964K | Buy |
4,064
+1,718
| +73% | +$407K | 0.08% | 189 |
|
|
2023
Q4 | $576K | Buy |
2,346
+99
| +4% | +$24.3K | 0.05% | 230 |
|
|
2023
Q3 | $458K | Buy |
2,247
+200
| +10% | +$40.7K | 0.05% | 241 |
|
|
2023
Q2 | $419K | Sell |
2,047
-117
| -5% | -$23.9K | 0.05% | 253 |
|
|
2023
Q1 | $435K | Sell |
2,164
-207
| -9% | -$41.7K | 0.05% | 238 |
|
|
2022
Q4 | $491K | Sell |
2,371
-1,053
| -31% | -$218K | 0.07% | 199 |
|
|
2022
Q3 | $667K | Sell |
3,424
-808
| -19% | -$157K | 0.15% | 130 |
|
|
2022
Q2 | $902K | Sell |
4,232
-460
| -10% | -$98K | 0.23% | 79 |
|
|
2022
Q1 | $1.28M | Buy |
4,692
+1,047
| +29% | +$286K | 0.33% | 55 |
|
|
2021
Q4 | $918K | Buy |
+3,645
| New | +$918K | 0.26% | 66 |
|