HWA
HHM Wealth Advisors’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $658K | Sell |
2,861
-448
| -14% | -$103K | 0.08% | 92 |
|
|
2025
Q1 | $782K | Hold |
3,309
| – | – | 0.11% | 74 |
|
|
2024
Q4 | $755K | Buy |
3,309
+930
| +39% | +$212K | 0.1% | 74 |
|
|
2024
Q3 | $586K | Buy |
2,379
+8
| +0.3% | +$1.97K | 0.08% | 91 |
|
|
2024
Q2 | $537K | Sell |
2,371
-28
| -1% | -$6.34K | 0.08% | 92 |
|
|
2024
Q1 | $590K | Hold |
2,399
| – | – | 0.1% | 71 |
|
|
2023
Q4 | $589K | Buy |
2,399
+120
| +5% | +$29.5K | 0.1% | 66 |
|
|
2023
Q3 | $464K | Sell |
2,279
-94
| -4% | -$19.1K | 0.09% | 74 |
|
|
2023
Q2 | $486K | Hold |
2,373
| – | – | 0.09% | 76 |
|
|
2023
Q1 | $478K | Sell |
2,373
-18
| -0.8% | -$3.62K | 0.1% | 71 |
|
|
2022
Q4 | $495K | Hold |
2,391
| – | – | 0.11% | 67 |
|
|
2022
Q3 | $466K | Sell |
2,391
-424
| -15% | -$82.6K | 0.12% | 62 |
|
|
2022
Q2 | $600K | Buy |
2,815
+68
| +2% | +$14.5K | 0.15% | 55 |
|
|
2022
Q1 | $751K | Sell |
2,747
-5
| -0.2% | -$1.37K | 0.18% | 51 |
|
|
2021
Q4 | $693K | Sell |
2,752
-27
| -1% | -$6.8K | 0.17% | 52 |
|
|
2021
Q3 | $545K | Hold |
2,779
| – | – | 0.15% | 63 |
|
|
2021
Q2 | $611K | Buy |
2,779
+100
| +4% | +$22K | 0.17% | 63 |
|
|
2021
Q1 | $591K | Buy |
2,679
+316
| +13% | +$69.7K | 0.18% | 54 |
|
|
2020
Q4 | $492K | Buy |
2,363
+125
| +6% | +$26K | 0.17% | 53 |
|
|
2020
Q3 | $441K | Hold |
2,238
| – | – | 0.18% | 45 |
|
|
2020
Q2 | $378K | Buy |
2,238
+27
| +1% | +$4.56K | 0.16% | 51 |
|
|
2020
Q1 | $312K | Buy |
2,211
+387
| +21% | +$54.6K | 0.15% | 54 |
|
|
2019
Q4 | $330K | Sell |
1,824
-211
| -10% | -$38.2K | 0.16% | 58 |
|
|
2019
Q3 | $330K | Buy |
2,035
+342
| +20% | +$55.5K | 0.19% | 54 |
|
|
2019
Q2 | $286K | Hold |
1,693
| – | – | 0.17% | 53 |
|
|
2019
Q1 | $283K | Sell |
1,693
-22
| -1% | -$3.68K | 0.18% | 48 |
|
|
2018
Q4 | $237K | Buy |
+1,715
| New | +$237K | 0.17% | 51 |
|