Pacific Capital 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
Q1 | – | Sell |
-39
| Closed | -$8.89K | – | 359 |
|
|
2024
Q4 | $8.89K | Sell |
39
-8
| -17% | -$1.82K | ﹤0.01% | 281 |
|
|
2024
Q3 | $11.6K | Buy |
47
+8
| +21% | +$1.97K | ﹤0.01% | 285 |
|
|
2024
Q2 | $8.82K | Sell |
39
-23
| -37% | -$5.2K | ﹤0.01% | 327 |
|
|
2024
Q1 | $15.2K | Buy |
62
+23
| +59% | +$5.66K | ﹤0.01% | 205 |
|
|
2023
Q4 | $9.58K | Buy |
+39
| New | +$9.58K | ﹤0.01% | 222 |
|
|
2020
Q4 | – | Sell |
-39
| Closed | -$8K | – | 185 |
|
|
2020
Q3 | $8K | Buy |
+39
| New | +$8K | ﹤0.01% | 178 |
|