Foundations Investment Advisors’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $610K | Sell |
2,651
-140
| -5% | -$32.2K | 0.01% | 538 |
|
|
2025
Q1 | $659K | Sell |
2,791
-206
| -7% | -$48.7K | 0.01% | 500 |
|
|
2024
Q4 | $683K | Buy |
2,997
+122
| +4% | +$27.8K | 0.01% | 474 |
|
|
2024
Q3 | $709K | Buy |
2,875
+190
| +7% | +$46.8K | 0.01% | 432 |
|
|
2024
Q2 | $608K | Buy |
2,685
+297
| +12% | +$67.2K | 0.01% | 449 |
|
|
2024
Q1 | $587K | Sell |
2,388
-167
| -7% | -$41.1K | 0.02% | 434 |
|
|
2023
Q4 | $637K | Buy |
2,555
+441
| +21% | +$110K | 0.02% | 388 |
|
|
2023
Q3 | $431K | Buy |
2,114
+382
| +22% | +$77.8K | 0.01% | 425 |
|
|
2023
Q2 | $354K | Buy |
1,732
+249
| +17% | +$51K | 0.01% | 436 |
|
|
2023
Q1 | $298K | Sell |
1,483
-34
| -2% | -$6.84K | 0.01% | 403 |
|
|
2022
Q4 | $314K | Buy |
1,517
+260
| +21% | +$53.8K | 0.01% | 336 |
|
|
2022
Q3 | $245K | Sell |
1,257
-144
| -10% | -$28.1K | 0.01% | 349 |
|
|
2022
Q2 | $294K | Buy |
+1,401
| New | +$294K | 0.01% | 302 |
|