GWA
Gratus Wealth Advisors’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,146
| Closed | -$743K | – | 137 |
|
|
2025
Q1 | $743K | Sell |
3,146
-4
| -0.1% | -$945 | 0.12% | 73 |
|
|
2024
Q4 | $718K | Sell |
3,150
-982
| -24% | -$224K | 0.12% | 73 |
|
|
2024
Q3 | $979K | Buy |
4,132
+83
| +2% | +$19.7K | 0.16% | 63 |
|
|
2024
Q2 | $981K | Buy |
4,049
+251
| +7% | +$60.8K | 0.17% | 56 |
|
|
2024
Q1 | $873K | Buy |
3,798
+1,287
| +51% | +$296K | 0.16% | 63 |
|
|
2023
Q4 | $617K | Buy |
+2,511
| New | +$617K | 0.12% | 73 |
|