GA
Geller Advisors’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $500K | Buy |
2,192
+3
| +0.1% | +$684 | 0.03% | 134 |
|
|
2024
Q3 | $540K | Sell |
2,189
-1,090
| -33% | -$269K | 0.04% | 134 |
|
|
2024
Q2 | $742K | Buy |
3,279
+16
| +0.5% | +$3.62K | 0.06% | 100 |
|
|
2024
Q1 | $802K | Buy |
3,263
+59
| +2% | +$14.5K | 0.07% | 89 |
|
|
2023
Q4 | $787K | Sell |
3,204
-3
| -0.1% | -$737 | 0.08% | 82 |
|
|
2023
Q3 | $653K | Buy |
3,207
+1
| +0% | +$204 | 0.08% | 82 |
|
|
2023
Q2 | $656K | Buy |
3,206
+1,973
| +160% | +$404K | 0.08% | 82 |
|
|
2023
Q1 | $248K | Sell |
1,233
-159
| -11% | -$32K | 0.04% | 145 |
|
|
2022
Q4 | $288K | Buy |
1,392
+51
| +4% | +$10.6K | 0.05% | 99 |
|
|
2022
Q3 | $261K | Buy |
1,341
+281
| +27% | +$54.7K | 0.06% | 96 |
|
|
2022
Q2 | $226K | Hold |
1,060
| – | – | 0.05% | 121 |
|
|
2022
Q1 | $290K | Buy |
1,060
+265
| +33% | +$72.5K | 0.05% | 115 |
|
|
2021
Q4 | $200K | Buy |
+795
| New | +$200K | 0.04% | 177 |
|
|
2015
Q1 | – | Sell |
-1,804
| Closed | -$215K | – | 43 |
|
|
2014
Q4 | $215K | Sell |
1,804
-631
| -26% | -$75.2K | 0.12% | 35 |
|
|
2014
Q3 | $264K | Buy |
2,435
+395
| +19% | +$42.8K | 0.15% | 33 |
|
|
2014
Q2 | $203K | Buy |
+2,040
| New | +$203K | 0.14% | 24 |
|