JFS Wealth 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
Q2 | $283K | Sell |
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|
2025
Q1 | $310K | Sell |
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|
2024
Q4 | $304K | Sell |
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|
2024
Q3 | $343K | Buy |
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|
2024
Q2 | $296K | Sell |
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|
2024
Q1 | $331K | Sell |
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|
2023
Q4 | $341K | Buy |
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|
2023
Q3 | $249K | Buy |
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|
2023
Q2 | $250K | Buy |
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|
2023
Q1 | $239K | Sell |
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|
2022
Q4 | $263K | Sell |
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|
2022
Q3 | $250K | Buy |
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|
2022
Q2 | $255K | Sell |
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|
2022
Q1 | $342K | Buy |
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|
2021
Q4 | $305K | Buy |
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|
2021
Q3 | $226K | Buy |
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|
2021
Q2 | $252K | Buy |
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|
2021
Q1 | $238K | Buy |
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|
2020
Q4 | $220K | Buy |
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|
2020
Q3 | $198K | Buy |
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|
2020
Q2 | $136K | Hold |
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|
2020
Q1 | $113K | Sell |
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|
2019
Q4 | $149K | Sell |
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|
2019
Q3 | $247K | Buy |
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|
2019
Q2 | $252K | Sell |
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|
2019
Q1 | $283K | Hold |
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|
2018
Q4 | $234K | Sell |
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|
2018
Q3 | $279K | Buy |
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|
2018
Q2 | $239K | Sell |
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|
2018
Q1 | $231K | Hold |
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|
2017
Q4 | $230K | Buy |
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|
2017
Q3 | $186K | Hold |
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|
2017
Q2 | $174K | Sell |
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|
2017
Q1 | $199K | Hold |
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|
2016
Q4 | $199K | Hold |
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|
2016
Q3 | $187K | Sell |
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|
2016
Q2 | $220K | Sell |
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|
2016
Q1 | $201K | Sell |
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|
2015
Q4 | $243K | Buy |
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|
2015
Q3 | $195K | Buy |
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|
2015
Q2 | $57K | Hold |
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|
2015
Q1 | $65K | Buy |
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|
2014
Q4 | $8K | Buy |
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