HNWAG
High Net Worth Advisory Group’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $516K | Hold |
2,240
| – | – | 0.14% | 128 |
|
|
2025
Q1 | $529K | Sell |
2,240
-300
| -12% | -$70.9K | 0.15% | 123 |
|
|
2024
Q4 | $579K | Buy |
2,540
+1
| +0% | +$228 | 0.16% | 117 |
|
|
2024
Q3 | $626K | Sell |
2,539
-100
| -4% | -$24.7K | 0.17% | 112 |
|
|
2024
Q2 | $597K | Sell |
2,639
-499
| -16% | -$113K | 0.18% | 105 |
|
|
2024
Q1 | $772K | Sell |
3,138
-24
| -0.8% | -$5.91K | 0.24% | 91 |
|
|
2023
Q4 | $777K | Sell |
3,162
-600
| -16% | -$147K | 0.29% | 81 |
|
|
2023
Q3 | $766K | Buy |
3,762
+589
| +19% | +$120K | 0.31% | 80 |
|
|
2023
Q2 | $650K | Sell |
3,173
-22
| -0.7% | -$4.51K | 0.25% | 93 |
|
|
2023
Q1 | $643K | Buy |
3,195
+107
| +3% | +$21.5K | 0.26% | 93 |
|
|
2022
Q4 | $639K | Sell |
3,088
-735
| -19% | -$152K | 0.25% | 94 |
|
|
2022
Q3 | $745K | Hold |
3,823
| – | – | 0.32% | 76 |
|
|
2022
Q2 | $815K | Sell |
3,823
-1,449
| -27% | -$309K | 0.34% | 70 |
|
|
2022
Q1 | $1.44M | Sell |
5,272
-80
| -1% | -$21.9K | 0.52% | 51 |
|
|
2021
Q4 | $1.35M | Buy |
+5,352
| New | +$1.35M | 0.47% | 55 |
|