FSA
Fort Sheridan Advisors’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $453K | Sell |
1,970
-2,974
| -60% | -$684K | 0.06% | 165 |
|
|
2025
Q1 | $1.17M | Sell |
4,944
-355
| -7% | -$83.9K | 0.18% | 83 |
|
|
2024
Q4 | $1.21M | Hold |
5,299
| – | – | 0.18% | 87 |
|
|
2024
Q3 | $1.31M | Hold |
5,299
| – | – | 0.2% | 82 |
|
|
2024
Q2 | $1.2M | Hold |
5,299
| – | – | 0.19% | 82 |
|
|
2024
Q1 | $1.3M | Buy |
5,299
+568
| +12% | +$140K | 0.25% | 74 |
|
|
2023
Q4 | $1.16M | Sell |
4,731
-8
| -0.2% | -$1.97K | 0.23% | 72 |
|
|
2023
Q3 | $965K | Buy |
4,739
+355
| +8% | +$72.3K | 0.22% | 81 |
|
|
2023
Q2 | $897K | Buy |
4,384
+74
| +2% | +$15.1K | 0.2% | 83 |
|
|
2023
Q1 | $867K | Buy |
4,310
+280
| +7% | +$56.4K | 0.22% | 80 |
|
|
2022
Q4 | $834K | Buy |
4,030
+99
| +3% | +$20.5K | 0.27% | 68 |
|
|
2022
Q3 | $766K | Buy |
3,931
+2,493
| +173% | +$486K | 0.26% | 72 |
|
|
2022
Q2 | $307K | Hold |
1,438
| – | – | 0.1% | 134 |
|
|
2022
Q1 | $393K | Hold |
1,438
| – | – | 0.12% | 117 |
|
|
2021
Q4 | $362K | Sell |
1,438
-100
| -7% | -$25.2K | 0.1% | 129 |
|
|
2021
Q3 | $301K | Buy |
+1,538
| New | +$301K | 0.1% | 142 |
|