OWA
Outlook Wealth Advisors’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,953
| Closed | -$481K | – | 278 |
|
|
2024
Q3 | $481K | Buy |
1,953
+103
| +6% | +$25.4K | 0.14% | 137 |
|
|
2024
Q2 | $419K | Buy |
1,850
+234
| +14% | +$53K | 0.13% | 155 |
|
|
2024
Q1 | $397K | Buy |
1,616
+242
| +18% | +$59.5K | 0.12% | 165 |
|
|
2023
Q4 | $338K | Buy |
1,374
+317
| +30% | +$77.9K | 0.12% | 158 |
|
|
2023
Q3 | $215K | Buy |
+1,057
| New | +$215K | 0.08% | 191 |
|
|
2022
Q2 | – | Sell |
-828
| Closed | -$226K | – | 207 |
|
|
2022
Q1 | $226K | Sell |
828
-25
| -3% | -$6.82K | 0.08% | 187 |
|
|
2021
Q4 | $215K | Buy |
+853
| New | +$215K | 0.06% | 194 |
|