Peak Financial 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 | – | Sell |
-1,284
| Closed | -$303K | – | 109 |
|
|
2025
Q1 | $303K | Hold |
1,284
| – | – | 0.15% | 68 |
|
|
2024
Q4 | $293K | Hold |
1,284
| – | – | 0.15% | 70 |
|
|
2024
Q3 | $316K | Hold |
1,284
| – | – | 0.16% | 69 |
|
|
2024
Q2 | $291K | Hold |
1,284
| – | – | 0.17% | 69 |
|
|
2024
Q1 | $316K | Buy |
1,284
+366
| +40% | +$90K | 0.19% | 64 |
|
|
2023
Q4 | $225K | Sell |
918
-134
| -13% | -$32.9K | 0.15% | 69 |
|
|
2023
Q3 | $214K | Sell |
1,052
-7,489
| -88% | -$1.52M | 0.23% | 48 |
|
|
2023
Q2 | $1.75M | Buy |
8,541
+2,892
| +51% | +$592K | 1.37% | 32 |
|
|
2023
Q1 | $1.14M | Buy |
+5,649
| New | +$1.14M | 0.96% | 33 |
|
|
2022
Q2 | – | Sell |
-843
| Closed | -$230K | – | 88 |
|
|
2022
Q1 | $230K | Hold |
843
| – | – | 0.2% | 73 |
|
|
2021
Q4 | $212K | Buy |
+843
| New | +$212K | 0.16% | 72 |
|