IIA
Integral Investment Advisors’s Union Pacific UNP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $784K | Sell |
3,407
-223
| -6% | -$51.3K | 0.22% | 75 |
|
2025
Q1 | $858K | Sell |
3,630
-118
| -3% | -$27.9K | 0.27% | 70 |
|
2024
Q4 | $855K | Sell |
3,748
-650
| -15% | -$148K | 0.28% | 71 |
|
2024
Q3 | $1.08M | Hold |
4,398
| – | – | 0.36% | 54 |
|
2024
Q2 | $983K | Hold |
4,398
| – | – | 0.36% | 55 |
|
2024
Q1 | $1.08M | Buy |
4,398
+180
| +4% | +$44K | 0.45% | 40 |
|
2023
Q4 | $1.04M | Hold |
4,218
| – | – | 0.66% | 23 |
|
2023
Q3 | $859K | Hold |
4,218
| – | – | 0.6% | 26 |
|
2023
Q2 | $863K | Hold |
4,218
| – | – | 0.58% | 25 |
|
2023
Q1 | $849K | Sell |
4,218
-16
| -0.4% | -$3.22K | 0.61% | 22 |
|
2022
Q4 | $877K | Hold |
4,234
| – | – | 0.68% | 23 |
|
2022
Q3 | $825K | Hold |
4,234
| – | – | 0.67% | 27 |
|
2022
Q2 | $903K | Sell |
4,234
-544
| -11% | -$116K | 0.77% | 25 |
|
2022
Q1 | $1.31M | Buy |
4,778
+143
| +3% | +$39.1K | 0.82% | 28 |
|
2021
Q4 | $1.17M | Buy |
+4,635
| New | +$1.17M | 0.84% | 26 |
|