IAA
Independent Advisor Alliance’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.27M | Buy |
35,964
+267
| +0.7% | +$61.4K | 0.24% | 72 |
|
|
2025
Q1 | $8.43M | Buy |
35,697
+536
| +2% | +$127K | 0.28% | 61 |
|
|
2024
Q4 | $8.02M | Buy |
35,161
+2,107
| +6% | +$480K | 0.11% | 193 |
|
|
2024
Q3 | $8.15M | Buy |
33,054
+911
| +3% | +$225K | 0.3% | 62 |
|
|
2024
Q2 | $7.27M | Sell |
32,143
-5,689
| -15% | -$1.29M | 0.25% | 74 |
|
|
2024
Q1 | $9.3M | Sell |
37,832
-5,407
| -13% | -$1.33M | 0.34% | 58 |
|
|
2023
Q4 | $10.5M | Buy |
43,239
+1,749
| +4% | +$427K | 0.38% | 46 |
|
|
2023
Q3 | $8.45M | Buy |
41,490
+148
| +0.4% | +$30.1K | 0.38% | 52 |
|
|
2023
Q2 | $8.46M | Buy |
41,342
+187
| +0.5% | +$38.3K | 0.37% | 59 |
|
|
2023
Q1 | $8.28M | Sell |
41,155
-2,058
| -5% | -$414K | 0.4% | 56 |
|
|
2022
Q4 | $265K | Buy |
43,213
+591
| +1% | +$3.62K | 0.09% | 121 |
|
|
2022
Q3 | $8.3M | Buy |
42,622
+36
| +0.1% | +$7.01K | 0.48% | 47 |
|
|
2022
Q2 | $9.08M | Sell |
42,586
-211
| -0.5% | -$45K | 0.51% | 48 |
|
|
2022
Q1 | $11.7M | Sell |
42,797
-2,385
| -5% | -$652K | 0.56% | 42 |
|
|
2021
Q4 | $11.4M | Sell |
45,182
-33
| -0.1% | -$8.31K | 0.56% | 43 |
|
|
2021
Q3 | $8.86M | Buy |
45,215
+520
| +1% | +$102K | 0.49% | 52 |
|
|
2021
Q2 | $9.83M | Sell |
44,695
-24
| -0.1% | -$5.28K | 0.54% | 41 |
|
|
2021
Q1 | $9.86M | Buy |
44,719
+6,203
| +16% | +$1.37M | 0.58% | 43 |
|
|
2020
Q4 | $8.02M | Buy |
38,516
+451
| +1% | +$93.9K | 0.54% | 43 |
|
|
2020
Q3 | $7.49M | Buy |
38,065
+27,505
| +260% | +$5.42M | 0.57% | 45 |
|
|
2020
Q2 | $1.79M | Buy |
10,560
+799
| +8% | +$135K | 0.19% | 104 |
|
|
2020
Q1 | $1.38M | Sell |
9,761
-3,680
| -27% | -$519K | 0.2% | 92 |
|
|
2019
Q4 | $2.43M | Sell |
13,441
-697
| -5% | -$126K | 0.11% | 205 |
|
|
2019
Q3 | $2.32M | Sell |
14,138
-637
| -4% | -$104K | 0.28% | 83 |
|
|
2019
Q2 | $2.21M | Buy |
14,775
+1,234
| +9% | +$185K | 0.32% | 76 |
|
|
2019
Q1 | $2.26M | Buy |
13,541
+448
| +3% | +$74.9K | 0.32% | 74 |
|
|
2018
Q4 | $1.84M | Buy |
13,093
+1,203
| +10% | +$169K | 0.33% | 72 |
|
|
2018
Q3 | $1.79M | Buy |
11,890
+7,202
| +154% | +$1.08M | 0.32% | 70 |
|
|
2018
Q2 | $531K | Buy |
4,688
+1,445
| +45% | +$164K | 0.11% | 176 |
|
|
2018
Q1 | $432K | Buy |
3,243
+886
| +38% | +$118K | 0.1% | 204 |
|
|
2017
Q4 | $329K | Buy |
2,357
+396
| +20% | +$55.3K | 0.07% | 230 |
|
|
2017
Q3 | $223K | Buy |
1,961
+90
| +5% | +$10.2K | 0.06% | 242 |
|
|
2017
Q2 | $203K | Sell |
1,871
-289
| -13% | -$31.4K | 0.06% | 231 |
|
|
2017
Q1 | $231K | Buy |
+2,160
| New | +$231K | 0.04% | 349 |
|