Kingswood 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 | $791K | Sell |
3,436
-599
| -15% | -$138K | 0.06% | 305 |
|
|
2025
Q1 | $954K | Sell |
4,035
-180
| -4% | -$42.5K | 0.09% | 253 |
|
|
2024
Q4 | $961K | Sell |
4,215
-3,809
| -47% | -$869K | 0.07% | 281 |
|
|
2024
Q3 | $1.98M | Buy |
8,024
+1,613
| +25% | +$397K | 0.14% | 169 |
|
|
2024
Q2 | $1.45M | Buy |
6,411
+126
| +2% | +$28.5K | 0.13% | 166 |
|
|
2024
Q1 | $1.55M | Buy |
6,285
+349
| +6% | +$85.8K | 0.18% | 141 |
|
|
2023
Q4 | $1.46M | Buy |
5,936
+4,482
| +308% | +$1.1M | 0.17% | 139 |
|
|
2023
Q3 | $785K | Buy |
+1,454
| New | +$785K | 0.13% | 177 |
|