Guardian Wealth Advisors (North Carolina)’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 | $832K | Sell |
3,614
-577
| -14% | -$133K | 0.06% | 160 |
|
|
2025
Q1 | $990K | Buy |
4,191
+227
| +6% | +$53.6K | 0.08% | 129 |
|
|
2024
Q4 | $904K | Buy |
3,964
+2,932
| +284% | +$669K | 0.07% | 139 |
|
|
2024
Q3 | $254K | Sell |
1,032
-55
| -5% | -$13.6K | 0.03% | 233 |
|
|
2024
Q2 | $246K | Sell |
1,087
-4
| -0.4% | -$905 | 0.03% | 225 |
|
|
2024
Q1 | $268K | Buy |
1,091
+42
| +4% | +$10.3K | 0.03% | 222 |
|
|
2023
Q4 | $258K | Buy |
+1,049
| New | +$258K | 0.04% | 204 |
|