Meridian 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 | $5.7M | Sell |
24,784
-41
| -0.2% | -$9.43K | 0.9% | 29 |
|
2025
Q1 | $5.86M | Buy |
24,825
+602
| +2% | +$142K | 1% | 30 |
|
2024
Q4 | $5.52M | Sell |
24,223
-246
| -1% | -$56.1K | 0.91% | 29 |
|
2024
Q3 | $6.03M | Buy |
24,469
+573
| +2% | +$141K | 1.01% | 26 |
|
2024
Q2 | $5.41M | Buy |
23,896
+1,575
| +7% | +$356K | 0.96% | 26 |
|
2024
Q1 | $5.49M | Buy |
22,321
+806
| +4% | +$198K | 1.03% | 28 |
|
2023
Q4 | $5.28M | Buy |
21,515
+443
| +2% | +$109K | 1.16% | 22 |
|
2023
Q3 | $4.29M | Buy |
21,072
+349
| +2% | +$71.1K | 1.07% | 25 |
|
2023
Q2 | $4.24M | Sell |
20,723
-1,062
| -5% | -$217K | 1.03% | 24 |
|
2023
Q1 | $4.38M | Buy |
21,785
+1,346
| +7% | +$271K | 1.1% | 22 |
|
2022
Q4 | $4.23M | Buy |
20,439
+2,387
| +13% | +$494K | 1.09% | 22 |
|
2022
Q3 | $3.52M | Sell |
18,052
-1,086
| -6% | -$212K | 0.99% | 22 |
|
2022
Q2 | $4.08M | Buy |
19,138
+2,810
| +17% | +$599K | 1.08% | 22 |
|
2022
Q1 | $4.46M | Buy |
16,328
+1,358
| +9% | +$371K | 1.03% | 23 |
|
2021
Q4 | $3.77M | Buy |
14,970
+775
| +5% | +$195K | 0.92% | 23 |
|
2021
Q3 | $2.78M | Buy |
14,195
+434
| +3% | +$85.1K | 0.77% | 29 |
|
2021
Q2 | $3.03M | Buy |
13,761
+1,142
| +9% | +$251K | 0.86% | 23 |
|
2021
Q1 | $2.78M | Buy |
12,619
+2,141
| +20% | +$472K | 0.92% | 21 |
|
2020
Q4 | $2.18M | Buy |
10,478
+1,291
| +14% | +$269K | 0.8% | 23 |
|
2020
Q3 | $1.81M | Buy |
9,187
+270
| +3% | +$53.2K | 0.78% | 26 |
|
2020
Q2 | $1.51M | Buy |
8,917
+115
| +1% | +$19.4K | 0.7% | 33 |
|
2020
Q1 | $1.24M | Sell |
8,802
-857
| -9% | -$121K | 0.69% | 30 |
|
2019
Q4 | $1.75M | Sell |
9,659
-344
| -3% | -$62.2K | 0.69% | 30 |
|
2019
Q3 | $1.62M | Buy |
10,003
+1,221
| +14% | +$198K | 0.69% | 30 |
|
2019
Q2 | $1.52M | Buy |
8,782
+153
| +2% | +$26.5K | 1.06% | 19 |
|
2019
Q1 | $1.44M | Sell |
8,629
-45
| -0.5% | -$7.53K | 1.05% | 17 |
|
2018
Q4 | $1.2M | Buy |
+8,674
| New | +$1.2M | 0.92% | 19 |
|