PWA
Phoenix Wealth Advisors’s Union Pacific UNP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.5M | Sell |
10,845
-475
| -4% | -$109K | 1.04% | 31 |
|
|
2025
Q1 | $2.67M | Sell |
11,320
-68
| -0.6% | -$16.1K | 1.17% | 28 |
|
|
2024
Q4 | $2.6M | Sell |
11,388
-370
| -3% | -$84.4K | 1.13% | 28 |
|
|
2024
Q3 | $2.9M | Sell |
11,758
-88
| -0.7% | -$21.7K | 1.35% | 21 |
|
|
2024
Q2 | $2.68M | Sell |
11,846
-122
| -1% | -$27.6K | 1.35% | 24 |
|
|
2024
Q1 | $2.94M | Buy |
11,968
+160
| +1% | +$39.3K | 1.79% | 22 |
|
|
2023
Q4 | $2.87M | Buy |
11,808
+7
| +0.1% | +$1.7K | 2% | 18 |
|
|
2023
Q3 | $2.4M | Buy |
11,801
+687
| +6% | +$140K | 1.41% | 19 |
|
|
2023
Q2 | $2.27M | Sell |
11,114
-802
| -7% | -$164K | 1.32% | 25 |
|
|
2023
Q1 | $2.4M | Buy |
+11,916
| New | +$2.4M | 1.48% | 21 |
|
|
2022
Q4 | – | Sell |
-11,969
| Closed | -$2.33M | – | 120 |
|
|
2022
Q3 | $2.33M | Buy |
11,969
+380
| +3% | +$74K | 2.33% | 16 |
|
|
2022
Q2 | $2.47M | Buy |
11,589
+99
| +0.9% | +$21.1K | 2.44% | 15 |
|
|
2022
Q1 | $2.79M | Buy |
11,490
+4,987
| +77% | +$1.21M | 2.89% | 15 |
|
|
2021
Q4 | $1.64M | Buy |
6,503
+5,883
| +949% | +$1.48M | 1.24% | 27 |
|
|
2021
Q3 | $122K | Buy |
620
+144
| +30% | +$28.3K | 0.09% | 143 |
|
|
2021
Q2 | $107K | Buy |
476
+14
| +3% | +$3.15K | 0.08% | 153 |
|
|
2021
Q1 | $102K | Buy |
462
+51
| +12% | +$11.3K | 0.08% | 152 |
|
|
2020
Q4 | $86K | Buy |
+411
| New | +$86K | 0.07% | 156 |
|