OWA
Opal Wealth Advisors’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $610K | Sell |
2,652
-93
| -3% | -$21.4K | 0.17% | 72 |
|
|
2025
Q1 | $648K | Buy |
2,745
+200
| +8% | +$47.2K | 0.2% | 62 |
|
|
2024
Q4 | $580K | Buy |
2,545
+116
| +5% | +$26.5K | 0.17% | 81 |
|
|
2024
Q3 | $599K | Sell |
2,429
-80
| -3% | -$19.7K | 0.19% | 71 |
|
|
2024
Q2 | $568K | Buy |
2,509
+17
| +0.7% | +$3.85K | 0.18% | 71 |
|
|
2024
Q1 | $613K | Sell |
2,492
-78
| -3% | -$19.2K | 0.21% | 68 |
|
|
2023
Q4 | $631K | Buy |
2,570
+115
| +5% | +$28.2K | 0.25% | 64 |
|
|
2023
Q3 | $500K | Buy |
2,455
+617
| +34% | +$126K | 0.29% | 56 |
|
|
2023
Q2 | $376K | Buy |
+1,838
| New | +$376K | 0.19% | 72 |
|