Genesis Wealth Advisors’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $208K | Hold |
903
| – | – | 0.16% | 60 |
|
2025
Q1 | $213K | Hold |
903
| – | – | 0.17% | 56 |
|
2024
Q4 | $206K | Buy |
+903
| New | +$206K | 0.18% | 59 |
|
2015
Q2 | $105K | Buy |
1,096
+43
| +4% | +$4.1K | 0.08% | 113 |
|
2015
Q1 | $113K | Hold |
1,053
| – | – | 0.09% | 106 |
|
2014
Q4 | $129K | Buy |
+1,053
| New | +$129K | 0.1% | 103 |
|