GWAG
Garrett Wealth Advisory Group’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Sell |
5,113
-15
| -0.3% | -$3.45K | 0.25% | 30 |
|
|
2025
Q1 | $1.21M | Buy |
5,128
+6
| +0.1% | +$1.42K | 0.27% | 29 |
|
|
2024
Q4 | $1.17M | Sell |
5,122
-33
| -0.6% | -$7.53K | 0.27% | 30 |
|
|
2024
Q3 | $1.27M | Buy |
5,155
+135
| +3% | +$33.3K | 0.31% | 31 |
|
|
2024
Q2 | $1.14M | Buy |
5,020
+1
| +0% | +$226 | 0.42% | 26 |
|
|
2024
Q1 | $1.23M | Sell |
5,019
-20
| -0.4% | -$4.92K | 0.51% | 22 |
|
|
2023
Q4 | $1.24M | Sell |
5,039
-89
| -2% | -$21.9K | 0.52% | 23 |
|
|
2023
Q3 | $1.04M | Sell |
5,128
-174
| -3% | -$35.4K | 0.48% | 22 |
|
|
2023
Q2 | $1.08M | Buy |
5,302
+73
| +1% | +$14.9K | 0.48% | 24 |
|
|
2023
Q1 | $1.05M | Sell |
5,229
-111
| -2% | -$22.3K | 0.51% | 23 |
|
|
2022
Q4 | $1.11M | Sell |
5,340
-169
| -3% | -$35K | 0.57% | 23 |
|
|
2022
Q3 | $1.07M | Sell |
5,509
-38
| -0.7% | -$7.4K | 0.6% | 22 |
|
|
2022
Q2 | $1.18M | Sell |
5,547
-54
| -1% | -$11.5K | 0.64% | 21 |
|
|
2022
Q1 | $1.53M | Sell |
5,601
-15
| -0.3% | -$4.1K | 0.79% | 22 |
|
|
2021
Q4 | $1.42M | Sell |
5,616
-34
| -0.6% | -$8.57K | 0.69% | 22 |
|
|
2021
Q3 | $1.11M | Buy |
5,650
+53
| +0.9% | +$10.4K | 0.71% | 18 |
|
|
2021
Q2 | $1.23M | Buy |
5,597
+1
| +0% | +$220 | 0.81% | 16 |
|
|
2021
Q1 | $1.23M | Sell |
5,596
-159
| -3% | -$35K | 0.87% | 16 |
|
|
2020
Q4 | $1.2M | Sell |
5,755
-187
| -3% | -$38.9K | 0.9% | 16 |
|
|
2020
Q3 | $1.17M | Sell |
5,942
-82
| -1% | -$16.1K | 0.93% | 15 |
|
|
2020
Q2 | $1.02M | Sell |
6,024
-275
| -4% | -$46.6K | 0.82% | 16 |
|
|
2020
Q1 | $890K | Buy |
6,299
+191
| +3% | +$27K | 0.84% | 17 |
|
|
2019
Q4 | $1.1M | Sell |
6,108
-33
| -0.5% | -$5.96K | 0.82% | 16 |
|
|
2019
Q3 | $995K | Sell |
6,141
-8
| -0.1% | -$1.3K | 0.7% | 18 |
|
|
2019
Q2 | $1.04M | Sell |
6,149
-81
| -1% | -$13.7K | 0.83% | 17 |
|
|
2019
Q1 | $1.05M | Sell |
6,230
-151
| -2% | -$25.4K | 0.86% | 16 |
|
|
2018
Q4 | $885K | Buy |
+6,381
| New | +$885K | 0.81% | 17 |
|