HWA
Heartwood Wealth Advisors’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
5,835
+400
| +7% | +$92K | 0.14% | 65 |
|
|
2025
Q1 | $1.28M | Sell |
5,435
-4
| -0.1% | -$945 | 0.15% | 60 |
|
|
2024
Q4 | $1.24M | Buy |
5,439
+4
| +0.1% | +$912 | 0.14% | 53 |
|
|
2024
Q3 | $1.34M | Sell |
5,435
-74
| -1% | -$18.2K | 0.15% | 50 |
|
|
2024
Q2 | $1.25M | Hold |
5,509
| – | – | 0.15% | 49 |
|
|
2024
Q1 | $1.35M | Hold |
5,509
| – | – | 0.17% | 45 |
|
|
2023
Q4 | $1.35M | Buy |
5,509
+1,216
| +28% | +$299K | 0.18% | 41 |
|
|
2023
Q3 | $874K | Sell |
4,293
-1,256
| -23% | -$256K | 0.13% | 55 |
|
|
2023
Q2 | $1.14M | Sell |
5,549
-117
| -2% | -$23.9K | 0.16% | 45 |
|
|
2023
Q1 | $1.14M | Buy |
5,666
+363
| +7% | +$73.1K | 0.17% | 45 |
|
|
2022
Q4 | $1.1M | Buy |
5,303
+149
| +3% | +$30.9K | 0.17% | 45 |
|
|
2022
Q3 | $1M | Sell |
5,154
-5
| -0.1% | -$974 | 0.17% | 43 |
|
|
2022
Q2 | $1.1M | Sell |
5,159
-602
| -10% | -$128K | 0.18% | 42 |
|
|
2022
Q1 | $1.57M | Buy |
5,761
+1,600
| +38% | +$437K | 0.23% | 37 |
|
|
2021
Q4 | $1.05M | Hold |
4,161
| – | – | 0.16% | 44 |
|
|
2021
Q3 | $816K | Buy |
4,161
+38
| +0.9% | +$7.45K | 0.13% | 45 |
|
|
2021
Q2 | $907K | Hold |
4,123
| – | – | 0.14% | 43 |
|
|
2021
Q1 | $909K | Hold |
4,123
| – | – | 0.15% | 42 |
|
|
2020
Q4 | $858K | Sell |
4,123
-25
| -0.6% | -$5.2K | 0.14% | 37 |
|
|
2020
Q3 | $817K | Hold |
4,148
| – | – | 0.16% | 35 |
|
|
2020
Q2 | $701K | Hold |
4,148
| – | – | 0.14% | 35 |
|
|
2020
Q1 | $585K | Hold |
4,148
| – | – | 0.14% | 35 |
|
|
2019
Q4 | $750K | Buy |
+4,148
| New | +$750K | 0.14% | 41 |
|