JFS Wealth Advisors’s Union Pacific UNP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $283K | Sell |
1,231
-82
| -6% | -$18.9K | 0.02% | 265 |
|
|
2025
Q1 | $310K | Sell |
1,313
-18
| -1% | -$4.25K | 0.02% | 253 |
|
|
2024
Q4 | $304K | Sell |
1,331
-60
| -4% | -$13.7K | 0.02% | 250 |
|
|
2024
Q3 | $343K | Buy |
1,391
+81
| +6% | +$20K | 0.02% | 236 |
|
|
2024
Q2 | $296K | Sell |
1,310
-34
| -3% | -$7.69K | 0.02% | 196 |
|
|
2024
Q1 | $331K | Sell |
1,344
-43
| -3% | -$10.6K | 0.03% | 193 |
|
|
2023
Q4 | $341K | Buy |
1,387
+162
| +13% | +$39.8K | 0.03% | 174 |
|
|
2023
Q3 | $249K | Buy |
1,225
+4
| +0.3% | +$815 | 0.02% | 199 |
|
|
2023
Q2 | $250K | Buy |
1,221
+34
| +3% | +$6.96K | 0.02% | 195 |
|
|
2023
Q1 | $239K | Sell |
1,187
-81
| -6% | -$16.3K | 0.02% | 198 |
|
|
2022
Q4 | $263K | Sell |
1,268
-16
| -1% | -$3.31K | 0.03% | 192 |
|
|
2022
Q3 | $250K | Buy |
1,284
+90
| +8% | +$17.5K | 0.03% | 194 |
|
|
2022
Q2 | $255K | Sell |
1,194
-57
| -5% | -$12.2K | 0.03% | 186 |
|
|
2022
Q1 | $342K | Buy |
1,251
+41
| +3% | +$11.2K | 0.03% | 184 |
|
|
2021
Q4 | $305K | Buy |
1,210
+57
| +5% | +$14.4K | 0.03% | 193 |
|
|
2021
Q3 | $226K | Buy |
1,153
+9
| +0.8% | +$1.76K | 0.02% | 212 |
|
|
2021
Q2 | $252K | Buy |
1,144
+65
| +6% | +$14.3K | 0.04% | 151 |
|
|
2021
Q1 | $238K | Buy |
1,079
+24
| +2% | +$5.29K | 0.05% | 135 |
|
|
2020
Q4 | $220K | Buy |
1,055
+47
| +5% | +$9.8K | 0.05% | 139 |
|
|
2020
Q3 | $198K | Buy |
1,008
+204
| +25% | +$40.1K | 0.05% | 138 |
|
|
2020
Q2 | $136K | Hold |
804
| – | – | 0.04% | 155 |
|
|
2020
Q1 | $113K | Sell |
804
-19
| -2% | -$2.67K | 0.03% | 157 |
|
|
2019
Q4 | $149K | Sell |
823
-700
| -46% | -$127K | 0.04% | 158 |
|
|
2019
Q3 | $247K | Buy |
1,523
+33
| +2% | +$5.35K | 0.06% | 126 |
|
|
2019
Q2 | $252K | Sell |
1,490
-200
| -12% | -$33.8K | 0.06% | 125 |
|
|
2019
Q1 | $283K | Hold |
1,690
| – | – | 0.07% | 119 |
|
|
2018
Q4 | $234K | Sell |
1,690
-26
| -2% | -$3.6K | 0.06% | 125 |
|
|
2018
Q3 | $279K | Buy |
1,716
+26
| +2% | +$4.23K | 0.07% | 123 |
|
|
2018
Q2 | $239K | Sell |
1,690
-26
| -2% | -$3.68K | 0.06% | 126 |
|
|
2018
Q1 | $231K | Hold |
1,716
| – | – | 0.06% | 130 |
|
|
2017
Q4 | $230K | Buy |
1,716
+116
| +7% | +$15.5K | 0.06% | 127 |
|
|
2017
Q3 | $186K | Hold |
1,600
| – | – | 0.05% | 135 |
|
|
2017
Q2 | $174K | Sell |
1,600
-319
| -17% | -$34.7K | 0.05% | 131 |
|
|
2017
Q1 | $199K | Hold |
1,919
| – | – | 0.05% | 126 |
|
|
2016
Q4 | $199K | Hold |
1,919
| – | – | 0.05% | 126 |
|
|
2016
Q3 | $187K | Sell |
1,919
-600
| -24% | -$58.5K | 0.05% | 131 |
|
|
2016
Q2 | $220K | Sell |
2,519
-9
| -0.4% | -$786 | 0.06% | 144 |
|
|
2016
Q1 | $201K | Sell |
2,528
-583
| -19% | -$46.4K | 0.06% | 132 |
|
|
2015
Q4 | $243K | Buy |
3,111
+911
| +41% | +$71.2K | 0.07% | 120 |
|
|
2015
Q3 | $195K | Buy |
2,200
+1,600
| +267% | +$142K | 0.09% | 103 |
|
|
2015
Q2 | $57K | Hold |
600
| – | – | 0.03% | 172 |
|
|
2015
Q1 | $65K | Buy |
600
+534
| +809% | +$57.9K | 0.03% | 160 |
|
|
2014
Q4 | $8K | Buy |
+66
| New | +$8K | ﹤0.01% | 393 |
|