First Foundation Advisors’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $294K | Sell |
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2025
Q1 | $306K | Sell |
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2024
Q4 | $370K | Sell |
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2024
Q3 | $410K | Sell |
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2024
Q2 | $540K | Sell |
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2024
Q1 | $796K | Buy |
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2023
Q4 | $729K | Sell |
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2023
Q3 | $803K | Sell |
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2023
Q2 | $932K | Sell |
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2023
Q1 | $1.04M | Buy |
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2022
Q4 | $1.07M | Buy |
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2022
Q3 | $970K | Buy |
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2022
Q2 | $937K | Sell |
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2022
Q1 | $1.6M | Sell |
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2021
Q4 | $1.54M | Buy |
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2021
Q3 | $1.17M | Buy |
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2021
Q2 | $1.19M | Buy |
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2021
Q1 | $1.05M | Sell |
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2020
Q4 | $1.03M | Buy |
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2020
Q3 | $648K | Hold |
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2020
Q2 | $557K | Buy |
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2020
Q1 | $406K | Buy |
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2019
Q4 | $514K | Sell |
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2019
Q3 | $522K | Sell |
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2019
Q2 | $886K | Buy |
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2019
Q1 | $331K | Buy |
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2018
Q4 | $271K | Sell |
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2018
Q3 | $636K | Buy |
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2018
Q2 | $552K | Buy |
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2018
Q1 | $522K | Sell |
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2017
Q4 | $560K | Buy |
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2017
Q3 | $476K | Buy |
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2017
Q2 | $383K | Sell |
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2017
Q1 | $416K | Sell |
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2016
Q4 | $460K | Buy |
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2016
Q3 | – | Sell |
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2016
Q2 | $361K | Sell |
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2016
Q1 | $413K | Buy |
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2015
Q4 | $277K | Sell |
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2015
Q3 | $15.5M | Sell |
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2015
Q2 | $17.5M | Buy |
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2015
Q1 | $19M | Buy |
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2014
Q4 | $18.6M | Buy |
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2014
Q3 | $16.6M | Buy |
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2014
Q2 | $14.8M | Buy |
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2014
Q1 | $13.7M | Buy |
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2013
Q4 | $352K | Buy |
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2013
Q3 | $296K | Buy |
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