Physician 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
Q2 | $1.55M | Sell |
6,718
-46
| -0.7% | -$10.6K | 0.24% | 55 |
|
|
2025
Q1 | $1.6M | Sell |
6,764
-110
| -2% | -$26K | 0.28% | 54 |
|
|
2024
Q4 | $1.57M | Buy |
6,874
+22
| +0.3% | +$5.02K | 0.26% | 56 |
|
|
2024
Q3 | $1.68M | Sell |
6,852
-63
| -0.9% | -$15.5K | 0.3% | 49 |
|
|
2024
Q2 | $1.68M | Buy |
6,915
+38
| +0.6% | +$9.24K | 0.31% | 48 |
|
|
2024
Q1 | $1.59M | Buy |
6,877
+101
| +1% | +$23.4K | 0.33% | 46 |
|
|
2023
Q4 | $1.65M | Buy |
6,776
+54
| +0.8% | +$13.1K | 0.37% | 44 |
|
|
2023
Q3 | $1.37M | Buy |
6,722
+32
| +0.5% | +$6.54K | 0.35% | 40 |
|
|
2023
Q2 | $1.38M | Buy |
6,690
+68
| +1% | +$14K | 0.34% | 42 |
|
|
2023
Q1 | $1.34M | Buy |
6,622
+258
| +4% | +$52.1K | 0.35% | 41 |
|
|
2022
Q4 | $1.29M | Hold |
6,364
| – | – | 0.35% | 42 |
|
|
2022
Q3 | $1.28M | Hold |
6,364
| – | – | 0.39% | 39 |
|
|
2022
Q2 | $1.45M | Hold |
6,364
| – | – | 0.42% | 39 |
|
|
2022
Q1 | $1.51M | Hold |
6,364
| – | – | 0.4% | 44 |
|
|
2021
Q4 | $1.62M | Hold |
6,364
| – | – | 0.43% | 42 |
|
|
2021
Q3 | $1.43M | Hold |
6,364
| – | – | 0.39% | 43 |
|
|
2021
Q2 | $1.4M | Hold |
6,364
| – | – | 0.4% | 42 |
|
|
2021
Q1 | $1.42M | Hold |
6,364
| – | – | 0.46% | 39 |
|
|
2020
Q4 | $1.32M | Hold |
6,364
| – | – | 0.45% | 39 |
|
|
2020
Q3 | $1.14M | Sell |
6,364
-750
| -11% | -$134K | 0.46% | 38 |
|
|
2020
Q2 | $1.33M | Hold |
7,114
| – | – | 0.54% | 35 |
|
|
2020
Q1 | $1.05M | Sell |
7,114
-259
| -4% | -$38.1K | 0.52% | 36 |
|
|
2019
Q4 | $1.33M | Hold |
7,373
| – | – | 0.59% | 33 |
|
|
2019
Q3 | $1.33M | Buy |
+7,373
| New | +$1.33M | 0.65% | 31 |
|