IFA
Index Fund Advisors’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,139
| Closed | -$260K | – | 110 |
|
|
2024
Q4 | $260K | Buy |
1,139
+6
| +0.5% | +$1.37K | 0.01% | 90 |
|
|
2024
Q3 | $279K | Buy |
1,133
+7
| +0.6% | +$1.73K | 0.01% | 85 |
|
|
2024
Q2 | $255K | Buy |
1,126
+12
| +1% | +$2.72K | 0.01% | 84 |
|
|
2024
Q1 | $274K | Sell |
1,114
-80
| -7% | -$19.7K | 0.02% | 79 |
|
|
2023
Q4 | $293K | Sell |
1,194
-1,194
| -50% | -$293K | 0.02% | 73 |
|
|
2023
Q3 | $486K | Buy |
2,388
+1,200
| +101% | +$244K | 0.03% | 54 |
|
|
2023
Q2 | $243K | Buy |
1,188
+87
| +8% | +$17.8K | 0.02% | 75 |
|
|
2023
Q1 | $222K | Buy |
1,101
+7
| +0.6% | +$1.41K | 0.02% | 83 |
|
|
2022
Q4 | $227K | Sell |
1,094
-247
| -18% | -$51.3K | 0.02% | 75 |
|
|
2022
Q3 | $261K | Buy |
1,341
+8
| +0.6% | +$1.56K | 0.02% | 73 |
|
|
2022
Q2 | $284K | Buy |
1,333
+259
| +24% | +$55.2K | 0.02% | 69 |
|
|
2022
Q1 | $293K | Sell |
1,074
-63
| -6% | -$17.2K | 0.02% | 78 |
|
|
2021
Q4 | $286K | Buy |
+1,137
| New | +$286K | 0.02% | 79 |
|