J.W. Cole Advisors’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $7.96M | Sell |
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|
2025
Q3 | $11.1M | Sell |
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|
2025
Q2 | $11M | Buy |
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|
2025
Q1 | $8.48M | Buy |
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|
2024
Q4 | $3.14M | Buy |
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|
2024
Q3 | $3.38M | Buy |
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|
2024
Q2 | $2.85M | Sell |
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|
2024
Q1 | $3.28M | Sell |
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|
2023
Q4 | $3.76M | Buy |
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|
2023
Q3 | $2.82M | Sell |
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|
2023
Q2 | $2.89M | Buy |
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|
2023
Q1 | $2.83M | Buy |
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|
2022
Q4 | $2.9M | Buy |
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|
2022
Q3 | $2.72M | Buy |
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|
2022
Q2 | $2.94M | Buy |
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|
2022
Q1 | $3.69M | Buy |
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|
2021
Q4 | $3.4M | Sell |
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|
2021
Q3 | $2.79M | Sell |
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|
2021
Q2 | $3.17M | Buy |
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|
2021
Q1 | $2.35M | Buy |
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|
2020
Q4 | $2.19M | Sell |
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|
2020
Q3 | $3.15M | Buy |
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|
2020
Q2 | $1.73M | Buy |
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|
2020
Q1 | $1.01M | Sell |
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|
2019
Q4 | $1.56M | Buy |
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